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
576
$3K ﹤0.01%
22
+2
577
$3K ﹤0.01%
34
-18
578
$3K ﹤0.01%
83
+4
579
$3K ﹤0.01%
43
-104
580
$3K ﹤0.01%
34
-27
581
$3K ﹤0.01%
98
-60
582
$3K ﹤0.01%
57
-13
583
$3K ﹤0.01%
+25
584
$3K ﹤0.01%
+112
585
$3K ﹤0.01%
29
-5
586
$3K ﹤0.01%
48
+10
587
$2K ﹤0.01%
68
-49
588
$2K ﹤0.01%
11
-15
589
$2K ﹤0.01%
7
-1
590
$2K ﹤0.01%
78
+75
591
$2K ﹤0.01%
11
-6
592
$2K ﹤0.01%
32
-4
593
$2K ﹤0.01%
+200
594
$2K ﹤0.01%
27
595
$2K ﹤0.01%
+24
596
$2K ﹤0.01%
+110
597
$2K ﹤0.01%
13
-9
598
$2K ﹤0.01%
+100
599
$2K ﹤0.01%
13
-43
600
$2K ﹤0.01%
37
22 23
24
25 26