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
351
$39K ﹤0.01%
1,738
+44
352
$39K ﹤0.01%
274
+138
353
$39K ﹤0.01%
546
+13
354
$37K ﹤0.01%
7,479
-150
355
$36K ﹤0.01%
640
-19
356
$35K ﹤0.01%
1,569
+1,302
357
$34K ﹤0.01%
835
-86
358
$33K ﹤0.01%
542
+34
359
$32K ﹤0.01%
150
-7
360
$32K ﹤0.01%
641
+284
361
$31K ﹤0.01%
252
+229
362
$31K ﹤0.01%
467
-9
363
$31K ﹤0.01%
197
+10
364
$31K ﹤0.01%
1,405
-742
365
$28K ﹤0.01%
133
+67
366
$28K ﹤0.01%
585
+30
367
$27K ﹤0.01%
172
+28
368
$26K ﹤0.01%
9,590
+3,742
369
$26K ﹤0.01%
1,039
+754
370
$25K ﹤0.01%
1,457
+64
371
$25K ﹤0.01%
+1,128
372
$25K ﹤0.01%
182
-2
373
$25K ﹤0.01%
349
-110
374
$25K ﹤0.01%
792
-50
375
$24K ﹤0.01%
4,263
13 14
15
16 17