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
551
$4K ﹤0.01%
144
+77
552
$4K ﹤0.01%
+21
553
$4K ﹤0.01%
10
-4
554
$4K ﹤0.01%
68
-4
555
$4K ﹤0.01%
80
-65
556
$4K ﹤0.01%
83
-179
557
$4K ﹤0.01%
+21
558
$4K ﹤0.01%
319
-253
559
$4K ﹤0.01%
27
+6
560
$4K ﹤0.01%
+83
561
$4K ﹤0.01%
192
+52
562
$3K ﹤0.01%
17
-5
563
$3K ﹤0.01%
+47
564
$3K ﹤0.01%
31
-7
565
$3K ﹤0.01%
83
-59
566
$3K ﹤0.01%
466
+197
567
$3K ﹤0.01%
131
-56
568
$3K ﹤0.01%
398
-69
569
$3K ﹤0.01%
42
570
$3K ﹤0.01%
11
+8
571
$3K ﹤0.01%
40
-8
572
$3K ﹤0.01%
90
-20
573
$3K ﹤0.01%
63
574
$3K ﹤0.01%
74
+30
575
$3K ﹤0.01%
23
-7
21 22
23
24 25