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
Energy Select Sector SPDR Fund
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
501
$6K ﹤0.01%
45
+20
502
$6K ﹤0.01%
229
-728
503
$6K ﹤0.01%
102
+2
504
$6K ﹤0.01%
1,533
-1,141
505
$6K ﹤0.01%
30
+12
506
$6K ﹤0.01%
630
-478
507
$6K ﹤0.01%
49
-6
508
$6K ﹤0.01%
1,056
-150
509
$6K ﹤0.01%
337
-58
510
$5K ﹤0.01%
126
+71
511
$5K ﹤0.01%
83
+33
512
$5K ﹤0.01%
62
+25
513
$5K ﹤0.01%
+188
514
$5K ﹤0.01%
136
-319
515
$5K ﹤0.01%
101
+76
516
$5K ﹤0.01%
96
+8
517
$5K ﹤0.01%
419
-296
518
$5K ﹤0.01%
69
+11
519
$5K ﹤0.01%
743
-519
520
$5K ﹤0.01%
30
+4
521
$5K ﹤0.01%
258
+2
522
$5K ﹤0.01%
70
+28
523
$5K ﹤0.01%
172
-21
524
$5K ﹤0.01%
839
-649
525
$5K ﹤0.01%
73
-32
19 20
21
22 23