TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+3.83%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$182M
AUM Growth
+$16.5M
(+10%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
5.79%
Top 10 Holdings %
Top 10 Hldgs %
40.17%
Holding
372
New
33
Increased
46
Reduced
68
Closed
52
Top Buys
| 1 |
Nuveen Taxable Municipal Income Fund
NBB
|
$8.93M |
| 2 |
NBD
Nuveen Build Am Bond Opp Fd
NBD
|
$4.46M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$2.94M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.22M |
| 5 |
NMY
Nuveen Maryland Quality Municipal Income Fund
NMY
|
$2.22M |
Top Sells
Sector Composition
| 1 | Energy | 4.99% |
| 2 | Financials | 2.05% |
| 3 | Technology | 1.63% |
| 4 | Healthcare | 1.5% |
| 5 | Industrials | 1.24% |
