TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
-2.57%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$266M
AUM Growth
+$4.11M
(+1.6%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
4.02%
Top 10 Holdings %
Top 10 Hldgs %
50.23%
Holding
469
New
39
Increased
65
Reduced
83
Closed
27
Top Buys
| 1 |
Nuveen New York Quality Municipal Income Fund
NAN
|
$11.9M |
| 2 |
NBD
Nuveen Build Am Bond Opp Fd
NBD
|
$1.58M |
| 3 |
VanEck Short High Yield Muni ETF
SHYD
|
$1.5M |
| 4 |
VanEck High Yield Muni ETF
HYD
|
$1.31M |
| 5 |
FAX
abrdn Asia-Pacific Income Fund
FAX
|
$1.15M |
Top Sells
Sector Composition
| 1 | Financials | 1.58% |
| 2 | Healthcare | 1.53% |
| 3 | Energy | 1.51% |
| 4 | Technology | 1.34% |
| 5 | Consumer Staples | 1.34% |
