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
551
$3K ﹤0.01%
57
552
$3K ﹤0.01%
97
+50
553
$3K ﹤0.01%
99
-15
554
$3K ﹤0.01%
145
555
$3K ﹤0.01%
8
556
$3K ﹤0.01%
188
557
$3K ﹤0.01%
72
-1,419
558
$3K ﹤0.01%
27
-117
559
$3K ﹤0.01%
225
560
$3K ﹤0.01%
97
561
$3K ﹤0.01%
71
562
$3K ﹤0.01%
7
-101
563
$3K ﹤0.01%
77
564
$3K ﹤0.01%
58
565
$3K ﹤0.01%
72
-54
566
$3K ﹤0.01%
60
-62
567
$3K ﹤0.01%
95
568
$3K ﹤0.01%
370
569
$3K ﹤0.01%
28
570
$3K ﹤0.01%
1,083
571
$2K ﹤0.01%
8
-3
572
$2K ﹤0.01%
+10
573
$2K ﹤0.01%
31
574
$2K ﹤0.01%
8
575
$2K ﹤0.01%
36
-37
21 22
23
24 25