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
326
$51K ﹤0.01%
226
+4
327
$51K ﹤0.01%
306
+26
328
$50K ﹤0.01%
+421
329
$50K ﹤0.01%
690
+11
330
$49K ﹤0.01%
2,729
-117
331
$48K ﹤0.01%
63
+3
332
$48K ﹤0.01%
126
-25
333
$48K ﹤0.01%
343
-201
334
$47K ﹤0.01%
275
+6
335
$47K ﹤0.01%
1,387
-13
336
$47K ﹤0.01%
130
+6
337
$46K ﹤0.01%
954
+15
338
$45K ﹤0.01%
449
-2
339
$45K ﹤0.01%
352
-51
340
$44K ﹤0.01%
1,202
+52
341
$44K ﹤0.01%
+811
342
$44K ﹤0.01%
+869
343
$43K ﹤0.01%
3,667
-510
344
$43K ﹤0.01%
+149
345
$42K ﹤0.01%
304
-19
346
$41K ﹤0.01%
139
+48
347
$41K ﹤0.01%
1,479
+248
348
$41K ﹤0.01%
1,421
-10
349
$40K ﹤0.01%
434
-9
350
$39K ﹤0.01%
+110
12 13
14
15 16