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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
$424M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.28M
3
+$3.48M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.75M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.68M

Top Sells

1
+$4.22M
2
+$1.27M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M
5
VT icon
Vanguard Total World Stock ETF
VT
+$754K

Sector Composition

1 Technology 1.71%
2 Financials 1.61%
3 Healthcare 1.08%
4 Industrials 0.64%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
27
552
$1K ﹤0.01%
25
553
$1K ﹤0.01%
29
+20
554
$1K ﹤0.01%
33
555
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20
556
$1K ﹤0.01%
6
557
$1K ﹤0.01%
7
558
$1K ﹤0.01%
8
-189
559
$1K ﹤0.01%
16
560
$1K ﹤0.01%
12
561
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20
562
$1K ﹤0.01%
24
563
$1K ﹤0.01%
68
+32
564
$1K ﹤0.01%
6
565
$1K ﹤0.01%
24
566
$1K ﹤0.01%
27
567
$1K ﹤0.01%
53
568
$1K ﹤0.01%
6
569
$1K ﹤0.01%
113
+53
570
$1K ﹤0.01%
20
571
$1K ﹤0.01%
44
572
$1K ﹤0.01%
3
573
$1K ﹤0.01%
37
574
$1K ﹤0.01%
529
575
$1K ﹤0.01%
19
21 22
23
24 25