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
476
$7K ﹤0.01%
+51
477
$7K ﹤0.01%
76
-2
478
$7K ﹤0.01%
130
+2
479
$7K ﹤0.01%
101
+3
480
$7K ﹤0.01%
78
-52
481
$7K ﹤0.01%
309
-1
482
$7K ﹤0.01%
29
+17
483
$7K ﹤0.01%
284
+99
484
$7K ﹤0.01%
31
+6
485
$7K ﹤0.01%
+116
486
$7K ﹤0.01%
148
+38
487
$7K ﹤0.01%
50
-2
488
$7K ﹤0.01%
159
+9
489
$7K ﹤0.01%
154
-4
490
$7K ﹤0.01%
59
+2
491
$6K ﹤0.01%
141
+132
492
$6K ﹤0.01%
+116
493
$6K ﹤0.01%
37
+13
494
$6K ﹤0.01%
90
+79
495
$6K ﹤0.01%
37
+26
496
$6K ﹤0.01%
96
+6
497
$6K ﹤0.01%
75
-63
498
$6K ﹤0.01%
51
+20
499
$6K ﹤0.01%
232
-203
500
$6K ﹤0.01%
22
+10
18 19
20
21 22