TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
This Quarter Return
+5.11%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$484M
AUM Growth
+$484M
(+6.4%)
Cap. Flow
+$6.66M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
44.62%
Holding
623
New
36
Increased
100
Reduced
106
Closed
22
Top Buys
| 1 |
iShares CMBS ETF
CMBS
|
$5.32M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.83M |
| 3 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
$2.57M |
| 4 |
Nuveen New York Municipal Value Fund
NNY
|
$2.21M |
| 5 |
VanEck Short High Yield Muni ETF
SHYD
|
$2.14M |
Top Sells
Sector Composition
| 1 | Technology | 2.63% |
| 2 | Financials | 1.61% |
| 3 | Consumer Discretionary | 1% |
| 4 | Healthcare | 0.73% |
| 5 | Communication Services | 0.56% |
