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
601
$12.1K ﹤0.01%
993
+26
602
$11.8K ﹤0.01%
345
603
$11.8K ﹤0.01%
402
+4
604
$11.7K ﹤0.01%
1,187
+13
605
$11.6K ﹤0.01%
214
606
$11.6K ﹤0.01%
125
607
$11.6K ﹤0.01%
1,257
608
$11.6K ﹤0.01%
55
609
$11.4K ﹤0.01%
1,200
610
$11.4K ﹤0.01%
100
611
$11.4K ﹤0.01%
+100
612
$11.4K ﹤0.01%
200
613
$11.3K ﹤0.01%
21,676
614
$11.3K ﹤0.01%
225
615
$11.2K ﹤0.01%
282
616
$11.2K ﹤0.01%
+230
617
$11.2K ﹤0.01%
52
618
$11.1K ﹤0.01%
+203
619
$10.9K ﹤0.01%
2,416
620
$10.9K ﹤0.01%
109
621
$10.8K ﹤0.01%
135
-41
622
$10.8K ﹤0.01%
1,000
623
$10.7K ﹤0.01%
100
624
$10.7K ﹤0.01%
400
625
$10.6K ﹤0.01%
718