TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
This Quarter Return
+5.85%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$957M
AUM Growth
+$957M
(+9.2%)
Cap. Flow
+$30.1M
Cap. Flow
% of AUM
3.15%
Top 10 Holdings %
Top 10 Hldgs %
32.13%
Holding
919
New
38
Increased
249
Reduced
171
Closed
43
Top Buys
| 1 |
Simplify MBS ETF
MTBA
|
$13.5M |
| 2 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$5.74M |
| 3 |
BlackRock Municipal 2030 Target Term Trust
BTT
|
$4.76M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$3.85M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
$3.84M |
Top Sells
Sector Composition
| 1 | Technology | 2.86% |
| 2 | Financials | 2.46% |
| 3 | Healthcare | 0.68% |
| 4 | Industrials | 0.63% |
| 5 | Consumer Discretionary | 0.57% |
