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
251
$67K ﹤0.01%
1,232
+40
252
$67K ﹤0.01%
759
+46
253
$66K ﹤0.01%
3,865
+145
254
$65K ﹤0.01%
336
+276
255
$65K ﹤0.01%
585
-6
256
$65K ﹤0.01%
2,802
+2,058
257
$64K ﹤0.01%
461
+343
258
$64K ﹤0.01%
923
-85
259
$63K ﹤0.01%
601
+2
260
$62K ﹤0.01%
3,144
+553
261
$61K ﹤0.01%
316
-396
262
$61K ﹤0.01%
1,642
-5
263
$61K ﹤0.01%
360
+245
264
$61K ﹤0.01%
3,830
-2,164
265
$61K ﹤0.01%
820
+644
266
$60K ﹤0.01%
432
+89
267
$60K ﹤0.01%
405
+11
268
$59K ﹤0.01%
773
-30
269
$59K ﹤0.01%
1,060
+784
270
$59K ﹤0.01%
825
+713
271
$58K ﹤0.01%
669
+27
272
$56K ﹤0.01%
1,071
+60
273
$55K ﹤0.01%
286
+178
274
$55K ﹤0.01%
3,136
+1,317
275
$55K ﹤0.01%
2,126
-1,284
9 10
11
12 13