TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Fund
S&P 500
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%
13
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552
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145
553
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+26
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556
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48
558
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7
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560
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561
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9
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$2K ﹤0.01%
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563
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565
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+58
566
$2K ﹤0.01%
62
567
$2K ﹤0.01%
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568
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100
569
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22
+5
570
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+9
571
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+12
572
$1K ﹤0.01%
24
573
$1K ﹤0.01%
+14
574
$1K ﹤0.01%
27
575
$1K ﹤0.01%
123
21 22
23
24 25