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
426
$13K ﹤0.01%
318
+18
427
$12K ﹤0.01%
148
+8
428
$12K ﹤0.01%
330
+77
429
$12K ﹤0.01%
138
-52
430
$12K ﹤0.01%
24
+1
431
$12K ﹤0.01%
550
-84
432
$12K ﹤0.01%
69
433
$12K ﹤0.01%
64
+3
434
$11K ﹤0.01%
52
+14
435
$11K ﹤0.01%
53
436
$11K ﹤0.01%
319
437
$11K ﹤0.01%
+1,125
438
$11K ﹤0.01%
117
+5
439
$11K ﹤0.01%
180
+56
440
$10K ﹤0.01%
192
441
$10K ﹤0.01%
53
+2
442
$10K ﹤0.01%
130
443
$10K ﹤0.01%
44
+2
444
$10K ﹤0.01%
33
+24
445
$10K ﹤0.01%
223
446
$10K ﹤0.01%
223
+98
447
$9K ﹤0.01%
+558
448
$9K ﹤0.01%
+588
449
$9K ﹤0.01%
344
450
$9K ﹤0.01%
108
16 17
18
19 20