TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
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
+$119M
2
+$79.6M
3
+$45.9M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$42.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$29.5M

Top Sells

1
+$68.4M
2
+$41.7M
3
+$39.9M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$27.3M
5
BND icon
Vanguard Total Bond Market
BND
+$19.1M

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
526
$5K ﹤0.01%
172
-21
527
$5K ﹤0.01%
839
-649
528
$5K ﹤0.01%
73
-32
529
$5K ﹤0.01%
+60
530
$5K ﹤0.01%
+67
531
$5K ﹤0.01%
108
-24
532
$5K ﹤0.01%
100
-74
533
$5K ﹤0.01%
171
-86
534
$5K ﹤0.01%
83
+30
535
$5K ﹤0.01%
101
+16
536
$5K ﹤0.01%
123
+61
537
$5K ﹤0.01%
102
538
$5K ﹤0.01%
81
+45
539
$4K ﹤0.01%
+83
540
$4K ﹤0.01%
435
+172
541
$4K ﹤0.01%
83
-179
542
$4K ﹤0.01%
+21
543
$4K ﹤0.01%
319
-253
544
$4K ﹤0.01%
51
-3
545
$4K ﹤0.01%
+176
546
$4K ﹤0.01%
107
-65
547
$4K ﹤0.01%
1,008
-775
548
$4K ﹤0.01%
31
-39
549
$4K ﹤0.01%
61
-16
550
$4K ﹤0.01%
+100
20 21
22
23 24