TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
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
+$4.29M
3
+$3.47M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.77M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.69M

Top Sells

1
+$4.22M
2
+$1.33M
3
+$1.15M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
VT icon
Vanguard Total World Stock ETF
VT
+$785K

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
576
$1K ﹤0.01%
6
577
$1K ﹤0.01%
205
578
$1K ﹤0.01%
529
579
$1K ﹤0.01%
68
+32
580
$1K ﹤0.01%
6
581
$1K ﹤0.01%
24
582
$1K ﹤0.01%
27
583
$1K ﹤0.01%
53
584
$1K ﹤0.01%
6
585
– –
-370
586
– –
-77
587
– –
-5
588
$0 ﹤0.01%
4
589
$0 ﹤0.01%
2
590
$0 ﹤0.01%
8
-2
591
– –
-38
592
– –
-264
593
– –
-50
594
– –
-272
595
$0 ﹤0.01%
3
596
$0 ﹤0.01%
10
597
– –
-240
598
– –
-150
599
– –
-6
600
– –
-26
22 23
24
25 26