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
$12.2B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$143M
3
+$96.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$40.6M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.5M

Top Sells

1
+$213M
2
+$150M
3
+$81.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$62.4M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$53M

Sector Composition

1 Financials 0.08%
2 Healthcare 0.08%
3 Technology 0.06%
4 Industrials 0.06%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$84K ﹤0.01%
734
+60
277
$84K ﹤0.01%
466
+174
278
$84K ﹤0.01%
3,838
+73
279
$83K ﹤0.01%
189
+9
280
$82K ﹤0.01%
371
+29
281
$81K ﹤0.01%
665
-83
282
$80K ﹤0.01%
1,303
+494
283
$79K ﹤0.01%
6,861
-1,805
284
$76K ﹤0.01%
3,110
+774
285
$74K ﹤0.01%
991
+40
286
$72K ﹤0.01%
1,088
-2
287
$72K ﹤0.01%
443
+28
288
$72K ﹤0.01%
1,094
+510
289
$71K ﹤0.01%
2,157
+55
290
$71K ﹤0.01%
355
+301
291
$71K ﹤0.01%
1,153
-352
292
$70K ﹤0.01%
572
+67
293
$70K ﹤0.01%
803
-3
294
$70K ﹤0.01%
1,377
-79
295
$69K ﹤0.01%
1,402
296
$68K ﹤0.01%
769
+67
297
$67K ﹤0.01%
5,610
-817
298
$66K ﹤0.01%
1,945
-420
299
$65K ﹤0.01%
988
+603
300
$65K ﹤0.01%
393
+292
10 11
12
13 14