TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+1.04%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$877M
AUM Growth
+$53.1M
(+6.5%)
Cap. Flow
+$45.5M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
33.61%
Holding
899
New
30
Increased
227
Reduced
172
Closed
18
Top Buys
Top Sells
| 1 |
MHF
Western Asset Municipal High Income Fund
MHF
|
$2.21M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.91M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$1.29M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.21M |
| 5 |
Tesla
TSLA
|
$876K |
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Financials | 2.33% |
| 3 | Healthcare | 0.71% |
| 4 | Industrials | 0.59% |
| 5 | Consumer Discretionary | 0.54% |
