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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
726
$0 ﹤0.01%
+3
727
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728
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-45
729
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730
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731
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-169
732
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733
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734
$0 ﹤0.01%
5
-20
735
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736
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737
$0 ﹤0.01%
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738
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739
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740
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741
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-437
742
$0 ﹤0.01%
+2
743
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744
$0 ﹤0.01%
+5
745
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746
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747
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748
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749
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750
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0
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