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
351
$29K ﹤0.01%
1,012
+520
352
$29K ﹤0.01%
230
+169
353
$28K ﹤0.01%
943
-20
354
$27K ﹤0.01%
585
+49
355
$27K ﹤0.01%
286
-7
356
$27K ﹤0.01%
+100
357
$27K ﹤0.01%
168
+137
358
$26K ﹤0.01%
722
-36
359
$26K ﹤0.01%
+640
360
$26K ﹤0.01%
1,145
-59
361
$25K ﹤0.01%
216
+8
362
$25K ﹤0.01%
328
+2
363
$24K ﹤0.01%
+231
364
$24K ﹤0.01%
9,195
+2,965
365
$24K ﹤0.01%
303
-28
366
$23K ﹤0.01%
+996
367
$22K ﹤0.01%
770
368
$22K ﹤0.01%
745
-36
369
$22K ﹤0.01%
408
+308
370
$22K ﹤0.01%
1,139
-952
371
$22K ﹤0.01%
+1,370
372
$21K ﹤0.01%
1,217
+12
373
$21K ﹤0.01%
+140
374
$21K ﹤0.01%
3,032
+104
375
$21K ﹤0.01%
+1,160
13 14
15
16 17