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
576
$16.1K ﹤0.01%
465
+7
577
$15.9K ﹤0.01%
500
578
$15.8K ﹤0.01%
308
579
$15.8K ﹤0.01%
111
+1
580
$15.4K ﹤0.01%
700
581
$15.3K ﹤0.01%
73
582
$15.3K ﹤0.01%
761
-3,450
583
$15.1K ﹤0.01%
1,617
-101
584
$15K ﹤0.01%
100
585
$14.8K ﹤0.01%
66
586
$14.3K ﹤0.01%
300
587
$14.3K ﹤0.01%
200
588
$14.2K ﹤0.01%
463
+1
589
$13.8K ﹤0.01%
210
590
$13.8K ﹤0.01%
+100
591
$13.5K ﹤0.01%
49
592
$13.4K ﹤0.01%
175
593
$13.3K ﹤0.01%
371
594
$12.8K ﹤0.01%
96
595
$12.6K ﹤0.01%
115
596
$12.5K ﹤0.01%
1,781
597
$12.3K ﹤0.01%
+200
598
$12.2K ﹤0.01%
103
599
$12.2K ﹤0.01%
964
+23
600
$12.1K ﹤0.01%
700
+500
22 23
24
25 26