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
626
$10.6K ﹤0.01%
22
627
$10.5K ﹤0.01%
100
628
$10.4K ﹤0.01%
79
629
$10.3K ﹤0.01%
28
630
$10.3K ﹤0.01%
121
631
$9.94K ﹤0.01%
2
632
$9.85K ﹤0.01%
250
633
$9.77K ﹤0.01%
52
+1
634
$9.76K ﹤0.01%
35
635
$9.68K ﹤0.01%
100
636
$9.55K ﹤0.01%
129
-29
637
$9.46K ﹤0.01%
1,593
638
$9.34K ﹤0.01%
186
639
$9.18K ﹤0.01%
24
640
$9.01K ﹤0.01%
320
641
$8.95K ﹤0.01%
735
-2,585
642
$8.82K ﹤0.01%
560
643
$8.72K ﹤0.01%
46
644
$8.58K ﹤0.01%
72
645
$8.44K ﹤0.01%
58
646
$8.38K ﹤0.01%
200
647
$8.35K ﹤0.01%
95
648
$7.71K ﹤0.01%
300
649
$7.67K ﹤0.01%
200
650
$7.41K ﹤0.01%
+66
24 25
26
27 28