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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
576
$2K ﹤0.01%
48
577
$2K ﹤0.01%
7
578
$2K ﹤0.01%
87
579
$1K ﹤0.01%
77
580
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27
581
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25
582
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583
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584
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33
585
$1K ﹤0.01%
20
586
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26
+3
587
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6
588
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589
$1K ﹤0.01%
20
590
$1K ﹤0.01%
7
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$1K ﹤0.01%
100
592
$1K ﹤0.01%
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596
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$1K ﹤0.01%
24
598
$1K ﹤0.01%
6
599
$1K ﹤0.01%
24
600
$1K ﹤0.01%
27
22 23
24
25 26