TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Quarter Est. Return
1 Year Est. Return
+7.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$80.4M
3
+$46.2M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$42.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28.9M

Top Sells

1
+$69.2M
2
+$42M
3
+$39.9M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$27.1M
5
BND icon
Vanguard Total Bond Market
BND
+$19.3M

Sector Composition

1 Financials 0.11%
2 Healthcare 0.07%
3 Technology 0.05%
4 Consumer Staples 0.05%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$84K ﹤0.01%
3,142
+2,091
227
$83K ﹤0.01%
993
+688
228
$83K ﹤0.01%
758
+106
229
$83K ﹤0.01%
568
+324
230
$82K ﹤0.01%
2,326
+1,826
231
$80K ﹤0.01%
1,462
+508
232
$80K ﹤0.01%
3,433
+311
233
$79K ﹤0.01%
1,416
-110
234
$78K ﹤0.01%
1,300
+1,298
235
$77K ﹤0.01%
830
+654
236
$77K ﹤0.01%
2,370
237
$76K ﹤0.01%
369
+290
238
$76K ﹤0.01%
1,159
+913
239
$76K ﹤0.01%
828
+607
240
$76K ﹤0.01%
1,323
+35
241
$75K ﹤0.01%
69
+50
242
$74K ﹤0.01%
1,220
+280
243
$73K ﹤0.01%
1,787
-1,063
244
$72K ﹤0.01%
1,357
+1,070
245
$71K ﹤0.01%
1,074
+141
246
$71K ﹤0.01%
328
+227
247
$69K ﹤0.01%
1,467
+28
248
$69K ﹤0.01%
901
+191
249
$69K ﹤0.01%
429
+376
250
$69K ﹤0.01%
2,033
-222
8 9
10
11 12