TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$947M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$3.99M
3
+$3.77M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$3.72M
5
MTBA icon
Simplify MBS ETF
MTBA
+$1.86M

Top Sells

1
+$4.17M
2
+$2.41M
3
+$2.21M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$1.99M
5
MBB icon
iShares MBS ETF
MBB
+$1.94M

Sector Composition

1 Technology 3.08%
2 Financials 2.46%
3 Industrials 0.65%
4 Consumer Discretionary 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$22.6K ﹤0.01%
700
527
$22.5K ﹤0.01%
416
+141
528
$21.8K ﹤0.01%
408
-8
529
$21.6K ﹤0.01%
568
530
$21.6K ﹤0.01%
94
-80
531
$21.5K ﹤0.01%
348
532
$21.2K ﹤0.01%
2,002
533
$21K ﹤0.01%
400
+14
534
$21K ﹤0.01%
680
535
$20.8K ﹤0.01%
4,000
536
$20.7K ﹤0.01%
418
537
$20.6K ﹤0.01%
442
538
$20.6K ﹤0.01%
85
539
$20.6K ﹤0.01%
650
540
$20.4K ﹤0.01%
550
541
$20.3K ﹤0.01%
254
542
$20.3K ﹤0.01%
266
543
$20.1K ﹤0.01%
500
544
$20K ﹤0.01%
77
545
$19.9K ﹤0.01%
549
546
$19.7K ﹤0.01%
105
+1
547
$19.5K ﹤0.01%
520
548
$19.4K ﹤0.01%
164
549
$19.4K ﹤0.01%
2,309
+28
550
$19K ﹤0.01%
210
-2
20 21
22
23 24