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
451
$9K ﹤0.01%
+205
452
$9K ﹤0.01%
229
-28
453
$9K ﹤0.01%
183
+27
454
$9K ﹤0.01%
+124
455
$9K ﹤0.01%
470
-48
456
$9K ﹤0.01%
100
-888
457
$9K ﹤0.01%
59
-6
458
$9K ﹤0.01%
+59
459
$9K ﹤0.01%
+158
460
$9K ﹤0.01%
90
+80
461
$9K ﹤0.01%
211
-8
462
$8K ﹤0.01%
+2,200
463
$8K ﹤0.01%
+93
464
$8K ﹤0.01%
+200
465
$8K ﹤0.01%
52
-9
466
$8K ﹤0.01%
492
-55
467
$8K ﹤0.01%
149
+2
468
$8K ﹤0.01%
+218
469
$8K ﹤0.01%
88
+10
470
$8K ﹤0.01%
+46
471
$8K ﹤0.01%
97
-12
472
$8K ﹤0.01%
+254
473
$7K ﹤0.01%
161
-29
474
$7K ﹤0.01%
521
+215
475
$7K ﹤0.01%
83
+33
17 18
19
20 21