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TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$4.34M
3
+$2.55M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.63M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$990K

Top Sells

1
+$8.13M
2
+$1.89M
3
+$1.47M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$915K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$795K

Sector Composition

1 Financials 1.69%
2 Technology 1.58%
3 Healthcare 1.08%
4 Consumer Discretionary 0.79%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
14
552
$2K ﹤0.01%
6
553
$2K ﹤0.01%
33
554
$2K ﹤0.01%
14
555
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31
-34
556
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50
557
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10
558
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200
559
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15
560
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70
561
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35
562
$2K ﹤0.01%
145
563
$2K ﹤0.01%
26
564
$2K ﹤0.01%
84
565
$2K ﹤0.01%
75
566
$2K ﹤0.01%
15
567
$2K ﹤0.01%
48
568
$2K ﹤0.01%
9
569
$2K ﹤0.01%
90
570
$2K ﹤0.01%
58
571
$2K ﹤0.01%
62
572
$2K ﹤0.01%
44
573
$2K ﹤0.01%
100
574
$2K ﹤0.01%
9
575
$2K ﹤0.01%
10
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