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
401
$13K ﹤0.01%
306
+119
402
$13K ﹤0.01%
648
+46
403
$13K ﹤0.01%
326
+12
404
$13K ﹤0.01%
374
+19
405
$13K ﹤0.01%
+355
406
$13K ﹤0.01%
107
-487
407
$13K ﹤0.01%
+101
408
$12K ﹤0.01%
54
409
$12K ﹤0.01%
98
+1
410
$12K ﹤0.01%
363
+30
411
$12K ﹤0.01%
60
+5
412
$12K ﹤0.01%
50
-58
413
$12K ﹤0.01%
195
+7
414
$12K ﹤0.01%
128
+11
415
$12K ﹤0.01%
+86
416
$12K ﹤0.01%
310
+74
417
$11K ﹤0.01%
570
+32
418
$11K ﹤0.01%
340
-21
419
$11K ﹤0.01%
80
+8
420
$11K ﹤0.01%
327
-324
421
$11K ﹤0.01%
248
+24
422
$11K ﹤0.01%
928
+183
423
$11K ﹤0.01%
220
+3
424
$11K ﹤0.01%
236
+20
425
$10K ﹤0.01%
47
+9
15 16
17
18 19