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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
601
$1K ﹤0.01%
123
602
$1K ﹤0.01%
53
603
$1K ﹤0.01%
10
604
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6
605
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10
606
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20
607
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21
608
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41
609
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-6
610
$1K ﹤0.01%
37
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$1K ﹤0.01%
4
612
$1K ﹤0.01%
250
613
$1K ﹤0.01%
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$1K ﹤0.01%
205
615
$1K ﹤0.01%
10
616
$1K ﹤0.01%
34
617
$1K ﹤0.01%
529
618
$1K ﹤0.01%
16
619
$1K ﹤0.01%
39
-1
620
$1K ﹤0.01%
19
621
$1K ﹤0.01%
78
622
$1K ﹤0.01%
6
623
– –
-35
624
– –
-3
625
$0 ﹤0.01%
2
23 24
25
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