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
$382M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$2.56M
3
+$1.5M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.06M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$832K

Top Sells

1
+$18.2M
2
+$6.94M
3
+$3.02M
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$1.65M
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$1.6M

Sector Composition

1 Financials 1.56%
2 Technology 1.39%
3 Healthcare 1.1%
4 Industrials 0.78%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
+14
552
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50
553
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+10
554
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15
555
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556
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+58
557
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35
558
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13
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559
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145
560
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+26
561
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84
562
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563
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565
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7
566
$2K ﹤0.01%
+48
567
$2K ﹤0.01%
+44
568
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100
569
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22
+5
570
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+9
571
$2K ﹤0.01%
+12
572
$1K ﹤0.01%
+3
573
$1K ﹤0.01%
+77
574
$1K ﹤0.01%
+27
575
$1K ﹤0.01%
+15
21 22
23
24 25