TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+0.37%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$364M
AUM Growth
+$2.66M
(+0.74%)
Cap. Flow
+$2.33M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
47.44%
Holding
588
New
32
Increased
87
Reduced
68
Closed
14
Top Buys
| 1 |
Nuveen Municipal Value Fund
NUV
|
$1.79M |
| 2 |
Nuveen New York Municipal Value Fund
NNY
|
$1.01M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$822K |
| 4 |
Nuveen Credit Strategies Income Fund
JQC
|
$784K |
| 5 |
NBD
Nuveen Build Am Bond Opp Fd
NBD
|
$695K |
Top Sells
Sector Composition
| 1 | Financials | 1.71% |
| 2 | Technology | 1.49% |
| 3 | Healthcare | 1.35% |
| 4 | Consumer Discretionary | 1.04% |
| 5 | Industrials | 0.78% |
