TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+4.64%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$824M
AUM Growth
+$86.7M
(+12%)
Cap. Flow
+$55M
Cap. Flow
% of AUM
6.68%
Top 10 Holdings %
Top 10 Hldgs %
32.82%
Holding
890
New
100
Increased
250
Reduced
143
Closed
24
Top Buys
| 1 |
Angel Oak Income ETF
CARY
|
+$8.37M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$6.39M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$3.63M |
| 4 |
Nuveen AMT-Free Municipal Value Fund
NUW
|
+$2.51M |
| 5 |
Avantis US Equity ETF
AVUS
|
+$2.42M |
Top Sells
Sector Composition
| 1 | Technology | 2.58% |
| 2 | Financials | 2.45% |
| 3 | Healthcare | 0.75% |
| 4 | Consumer Discretionary | 0.69% |
| 5 | Industrials | 0.63% |
