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
326
$36K ﹤0.01%
1,040
+585
327
$36K ﹤0.01%
+265
328
$35K ﹤0.01%
+840
329
$35K ﹤0.01%
831
330
$35K ﹤0.01%
+2,964
331
$34K ﹤0.01%
+1,386
332
$34K ﹤0.01%
460
+329
333
$34K ﹤0.01%
300
+22
334
$34K ﹤0.01%
1,152
-793
335
$34K ﹤0.01%
768
-168
336
$33K ﹤0.01%
256
+86
337
$33K ﹤0.01%
195
+129
338
$33K ﹤0.01%
224
+176
339
$32K ﹤0.01%
+363
340
$32K ﹤0.01%
720
+585
341
$32K ﹤0.01%
1,073
+30
342
$31K ﹤0.01%
306
+11
343
$31K ﹤0.01%
+573
344
$30K ﹤0.01%
130
345
$30K ﹤0.01%
213
-1
346
$30K ﹤0.01%
685
+560
347
$30K ﹤0.01%
+1,488
348
$30K ﹤0.01%
1,339
-1,782,450
349
$30K ﹤0.01%
828
+113
350
$29K ﹤0.01%
+1,534
12 13
14
15 16