TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.82M
3
+$3.69M
4
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$3.45M
5
NUV icon
Nuveen Municipal Value Fund
NUV
+$3.44M

Top Sells

1
+$9.06M
2
+$4.17M
3
+$3.12M
4
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.98M
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.77M

Sector Composition

1 Technology 2.82%
2 Financials 2.21%
3 Consumer Discretionary 0.97%
4 Healthcare 0.73%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7K ﹤0.01%
+100
527
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61
528
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150
529
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30
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531
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532
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+263
534
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30
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536
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-500
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$7K ﹤0.01%
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538
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540
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541
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330
542
$6K ﹤0.01%
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543
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520
545
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701
-700
546
$6K ﹤0.01%
340
547
$6K ﹤0.01%
+3,000
548
$6K ﹤0.01%
13
549
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50
550
$6K ﹤0.01%
10
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