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
426
$10K ﹤0.01%
72
+1
427
$10K ﹤0.01%
+323
428
$10K ﹤0.01%
+146
429
$10K ﹤0.01%
+70
430
$10K ﹤0.01%
57
+36
431
$10K ﹤0.01%
117
-32
432
$10K ﹤0.01%
107
-695
433
$10K ﹤0.01%
625
+188
434
$10K ﹤0.01%
373
+44
435
$10K ﹤0.01%
203
+9
436
$10K ﹤0.01%
+80
437
$10K ﹤0.01%
340
+205
438
$9K ﹤0.01%
159
-250
439
$9K ﹤0.01%
447
+42
440
$9K ﹤0.01%
55
+18
441
$9K ﹤0.01%
71
+4
442
$9K ﹤0.01%
73
+9
443
$9K ﹤0.01%
101
+8
444
$9K ﹤0.01%
181
+18
445
$9K ﹤0.01%
+200
446
$9K ﹤0.01%
116
+109
447
$9K ﹤0.01%
107
-13
448
$9K ﹤0.01%
67
+3
449
$9K ﹤0.01%
358
-14
450
$9K ﹤0.01%
+2,000
16 17
18
19 20