TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
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%
75
552
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15
553
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48
554
$2K ﹤0.01%
7
555
$2K ﹤0.01%
87
556
$2K ﹤0.01%
75
557
$2K ﹤0.01%
+53
558
$2K ﹤0.01%
+48
559
$2K ﹤0.01%
9
560
$2K ﹤0.01%
129
561
$2K ﹤0.01%
35
562
$2K ﹤0.01%
90
563
$2K ﹤0.01%
+58
564
$2K ﹤0.01%
62
565
$2K ﹤0.01%
+44
566
$2K ﹤0.01%
100
567
$2K ﹤0.01%
22
+5
568
$2K ﹤0.01%
+9
569
$2K ﹤0.01%
+12
570
$2K ﹤0.01%
+6
571
$2K ﹤0.01%
33
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