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TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
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
+$145M
3
+$96.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$40.8M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.3M

Top Sells

1
+$216M
2
+$150M
3
+$80M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$62.6M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$53.1M

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
$2K ﹤0.01%
46
-38
578
$2K ﹤0.01%
13
579
$2K ﹤0.01%
23
580
$2K ﹤0.01%
38
581
$2K ﹤0.01%
24
582
$2K ﹤0.01%
104
583
$2K ﹤0.01%
21
584
$2K ﹤0.01%
44
585
$2K ﹤0.01%
76
-50
586
$2K ﹤0.01%
25
587
$2K ﹤0.01%
+89
588
$2K ﹤0.01%
85
+49
589
$2K ﹤0.01%
60
590
$2K ﹤0.01%
20
591
$2K ﹤0.01%
95
592
$2K ﹤0.01%
106
593
$2K ﹤0.01%
42
594
$2K ﹤0.01%
40
595
$2K ﹤0.01%
51
596
$2K ﹤0.01%
57
597
$2K ﹤0.01%
8
598
$2K ﹤0.01%
199
599
$2K ﹤0.01%
173
-2,122
600
$2K ﹤0.01%
984
22 23
24
25 26