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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
651
$0 ﹤0.01%
9
-61
652
$0 ﹤0.01%
+6
653
– –
-2,936
654
– –
-68
655
– –
-350
656
$0 ﹤0.01%
+4
657
$0 ﹤0.01%
1
-13
658
– –
-15
659
– –
-22
660
– –
-736
661
– –
-12
662
– –
-5
663
– –
-92
664
– –
-22
665
$0 ﹤0.01%
+2
666
– –
-10
667
– –
-6
668
– –
-32
669
– –
-5
670
– –
-28
671
– –
-1,768
672
$0 ﹤0.01%
3
-22,553
673
– –
-15
674
– –
0
675
– –
-24
25 26
27
28 29