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TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.21B
1-Year Est. Return
13.04%
This Fund
S&P 500
1 Year Est. Return
+13.04%
AUM
$364M
AUM Growth
+$2.66M
(+0.74%)
Holding
588
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.02M | |
| 3 | +$819K | |
| 4 |
Nuveen Credit Strategies Income Fund
JQC
|
+$793K |
| 5 |
NBD
Nuveen Build Am Bond Opp Fd
NBD
|
+$693K |
Top Sells
| 1 | +$2.88M | |
| 2 | +$2.36M | |
| 3 | +$1.23M | |
| 4 |
NMY
Nuveen Maryland Quality Municipal Income Fund
NMY
|
+$644K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$417K |
Sector Composition
| 1 | Financials | 1.71% |
| 2 | Technology | 1.49% |
| 3 | Healthcare | 1.35% |
| 4 | Consumer Discretionary | 1.04% |
| 5 | Industrials | 0.78% |