TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$947M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$3.99M
3
+$3.77M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$3.72M
5
MTBA icon
Simplify MBS ETF
MTBA
+$1.86M

Top Sells

1
+$4.17M
2
+$2.41M
3
+$2.21M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$1.99M
5
MBB icon
iShares MBS ETF
MBB
+$1.94M

Sector Composition

1 Technology 3.08%
2 Financials 2.46%
3 Industrials 0.65%
4 Consumer Discretionary 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$19K ﹤0.01%
75
552
$19K ﹤0.01%
400
553
$18.6K ﹤0.01%
120
554
$18.6K ﹤0.01%
238
555
$18.5K ﹤0.01%
671
556
$18.4K ﹤0.01%
131
-183
557
$18.1K ﹤0.01%
512
558
$18.1K ﹤0.01%
400
559
$18.1K ﹤0.01%
525
560
$18K ﹤0.01%
1,000
561
$17.9K ﹤0.01%
87
+7
562
$17.7K ﹤0.01%
373
+2
563
$17.6K ﹤0.01%
269
564
$17.6K ﹤0.01%
200
565
$17.5K ﹤0.01%
420
566
$17.5K ﹤0.01%
+356
567
$17.4K ﹤0.01%
165
568
$17.3K ﹤0.01%
+709
569
$17.1K ﹤0.01%
900
570
$17K ﹤0.01%
200
571
$16.8K ﹤0.01%
124
572
$16.5K ﹤0.01%
46
-9
573
$16.4K ﹤0.01%
180
574
$16.3K ﹤0.01%
560
+4
575
$16.3K ﹤0.01%
67
21 22
23
24 25