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
576
$2K ﹤0.01%
12
577
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46
-38
578
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13
579
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23
580
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581
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582
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106
583
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584
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40
585
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51
586
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587
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8
588
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984
589
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70
590
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11
591
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95
592
$2K ﹤0.01%
36
593
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199
594
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173
-2,122
595
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104
596
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21
597
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44
598
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38
-25
599
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25
600
$2K ﹤0.01%
+89
22 23
24
25 26