TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+4.64%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$306M
AUM Growth
+$15.1M
(+5.2%)
Cap. Flow
+$2.54M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
50.51%
Holding
535
New
37
Increased
82
Reduced
84
Closed
49
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.14M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.89M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.04M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$931K |
| 5 |
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
|
$902K |
Top Sells
Sector Composition
| 1 | Financials | 1.5% |
| 2 | Technology | 1.08% |
| 3 | Healthcare | 1.01% |
| 4 | Consumer Staples | 0.86% |
| 5 | Industrials | 0.83% |
