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
$12.3B
AUM Growth
+$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$38.5M
3
+$27.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$23.9M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$23.1M

Top Sells

1
+$98M
2
+$34.5M
3
+$19.4M
4
BND icon
Vanguard Total Bond Market
BND
+$16.3M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.3M

Sector Composition

1 Financials 0.08%
2 Healthcare 0.06%
3 Technology 0.05%
4 Energy 0.04%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
190
+24
427
$8K ﹤0.01%
+29
428
$8K ﹤0.01%
174
-109
429
$8K ﹤0.01%
1,783
+487
430
$8K ﹤0.01%
+60
431
$8K ﹤0.01%
+163
432
$8K ﹤0.01%
715
-98
433
$8K ﹤0.01%
+79
434
$8K ﹤0.01%
147
-6
435
$8K ﹤0.01%
410
-38
436
$8K ﹤0.01%
145
+21
437
$8K ﹤0.01%
68
438
$8K ﹤0.01%
+53
439
$8K ﹤0.01%
+134
440
$8K ﹤0.01%
98
-3
441
$8K ﹤0.01%
745
-95
442
$8K ﹤0.01%
147
+98
443
$8K ﹤0.01%
257
+164
444
$8K ﹤0.01%
329
-22
445
$8K ﹤0.01%
26
+11
446
$8K ﹤0.01%
61
-235
447
$8K ﹤0.01%
+112
448
$8K ﹤0.01%
167
-8
449
$8K ﹤0.01%
55
+41
450
$7K ﹤0.01%
144
16 17
18
19 20