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%
171
-86
527
$5K ﹤0.01%
83
+30
528
$5K ﹤0.01%
101
+16
529
$5K ﹤0.01%
123
+61
530
$5K ﹤0.01%
102
531
$5K ﹤0.01%
81
+45
532
$5K ﹤0.01%
28
-40
533
$5K ﹤0.01%
+131
534
$5K ﹤0.01%
+188
535
$5K ﹤0.01%
136
-319
536
$5K ﹤0.01%
101
+76
537
$5K ﹤0.01%
368
+76
538
$5K ﹤0.01%
126
+71
539
$4K ﹤0.01%
+83
540
$4K ﹤0.01%
+176
541
$4K ﹤0.01%
107
-65
542
$4K ﹤0.01%
1,008
-775
543
$4K ﹤0.01%
31
-39
544
$4K ﹤0.01%
61
-16
545
$4K ﹤0.01%
+100
546
$4K ﹤0.01%
101
+50
547
$4K ﹤0.01%
198
-9
548
$4K ﹤0.01%
30
+12
549
$4K ﹤0.01%
267
+52
550
$4K ﹤0.01%
144
+77
20 21
22
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