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
376
$20K ﹤0.01%
692
+192
377
$20K ﹤0.01%
1,944
-487
378
$20K ﹤0.01%
+127
379
$20K ﹤0.01%
70
+44
380
$19K ﹤0.01%
184
-245
381
$18K ﹤0.01%
772
-1,760
382
$18K ﹤0.01%
+328
383
$18K ﹤0.01%
981
-229
384
$18K ﹤0.01%
138
+77
385
$17K ﹤0.01%
45
-57
386
$17K ﹤0.01%
91
+34
387
$17K ﹤0.01%
708
+151
388
$17K ﹤0.01%
+167
389
$17K ﹤0.01%
315
+220
390
$16K ﹤0.01%
+744
391
$16K ﹤0.01%
+594
392
$16K ﹤0.01%
205
+109
393
$16K ﹤0.01%
+940
394
$16K ﹤0.01%
+640
395
$15K ﹤0.01%
162
+54
396
$15K ﹤0.01%
253
-43
397
$15K ﹤0.01%
257
-518
398
$15K ﹤0.01%
1,083
+73
399
$14K ﹤0.01%
+467
400
$13K ﹤0.01%
500
+110
14 15
16
17 18