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
726
$2.83K ﹤0.01%
30
-30
727
$2.82K ﹤0.01%
38
728
$2.81K ﹤0.01%
12
729
$2.81K ﹤0.01%
120
730
$2.8K ﹤0.01%
168
+4
731
$2.78K ﹤0.01%
400
732
$2.76K ﹤0.01%
15
-15
733
$2.75K ﹤0.01%
50
734
$2.69K ﹤0.01%
34
-3
735
$2.65K ﹤0.01%
26
-4
736
$2.61K ﹤0.01%
92
+1
737
$2.57K ﹤0.01%
21
738
$2.57K ﹤0.01%
9
739
$2.56K ﹤0.01%
25
740
$2.54K ﹤0.01%
75
741
$2.5K ﹤0.01%
219
+5
742
$2.49K ﹤0.01%
100
743
$2.48K ﹤0.01%
50
744
$2.44K ﹤0.01%
12
745
$2.42K ﹤0.01%
27
746
$2.42K ﹤0.01%
6
747
$2.41K ﹤0.01%
572
748
$2.27K ﹤0.01%
62
749
$2.25K ﹤0.01%
200
-100
750
$2.17K ﹤0.01%
30
-100
28 29
30
31 32