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
401
$18K ﹤0.01%
266
-5,648
402
$17K ﹤0.01%
449
+23
403
$17K ﹤0.01%
443
404
$17K ﹤0.01%
633
+31
405
$17K ﹤0.01%
102
-4
406
$17K ﹤0.01%
140
+11
407
$16K ﹤0.01%
576
+64
408
$16K ﹤0.01%
164
+60
409
$16K ﹤0.01%
236
+19
410
$16K ﹤0.01%
534
+95
411
$15K ﹤0.01%
157
+80
412
$15K ﹤0.01%
68
+4
413
$15K ﹤0.01%
314
+17
414
$15K ﹤0.01%
232
415
$14K ﹤0.01%
28
+3
416
$14K ﹤0.01%
955
+478
417
$14K ﹤0.01%
470
+179
418
$14K ﹤0.01%
71
+3
419
$14K ﹤0.01%
308
-24
420
$14K ﹤0.01%
251
+41
421
$14K ﹤0.01%
236
+29
422
$14K ﹤0.01%
87
+7
423
$14K ﹤0.01%
112
-7
424
$13K ﹤0.01%
171
+7
425
$13K ﹤0.01%
439
+23
15 16
17
18 19