TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
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
+$6.08M
2
+$2.54M
3
+$1.49M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.04M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$810K

Top Sells

1
+$17.7M
2
+$6.95M
3
+$2.96M
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$1.63M
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$1.56M

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%
145
552
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+26
553
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84
554
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75
555
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15
556
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48
557
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7
558
$2K ﹤0.01%
75
559
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+53
560
$2K ﹤0.01%
+48
561
$2K ﹤0.01%
9
562
$2K ﹤0.01%
129
563
$2K ﹤0.01%
35
564
$2K ﹤0.01%
90
565
$2K ﹤0.01%
+58
566
$2K ﹤0.01%
62
567
$2K ﹤0.01%
+44
568
$2K ﹤0.01%
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%
+3
574
$1K ﹤0.01%
+77
575
$1K ﹤0.01%
+27
21 22
23
24 25