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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
$540M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.82M
3
+$3.69M
4
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$3.45M
5
NUV icon
Nuveen Municipal Value Fund
NUV
+$3.44M

Top Sells

1
+$9.06M
2
+$4.17M
3
+$3.12M
4
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.98M
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.77M

Sector Composition

1 Technology 2.82%
2 Financials 2.21%
3 Consumer Discretionary 0.97%
4 Healthcare 0.73%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
20
652
$1K ﹤0.01%
63
653
$1K ﹤0.01%
24
-327
654
$1K ﹤0.01%
80
655
$1K ﹤0.01%
31
656
$1K ﹤0.01%
75
657
$1K ﹤0.01%
24
658
$1K ﹤0.01%
60
+10
659
$1K ﹤0.01%
25
660
$1K ﹤0.01%
15
661
$1K ﹤0.01%
+100
662
$1K ﹤0.01%
40
+27
663
$1K ﹤0.01%
75
664
$1K ﹤0.01%
62
665
$1K ﹤0.01%
24
+1
666
$1K ﹤0.01%
7
667
$0 ﹤0.01%
11
668
$0 ﹤0.01%
8
669
$0 ﹤0.01%
3
670
– –
-57
671
– –
-104
672
– –
0
673
$0 ﹤0.01%
15
674
– –
-199
675
– –
-501
25 26
27
28 29