TAIM
TD Ameritrade Investment Management Portfolio holdings
AUM
$9.4B
1-Year Return
7.2%
This Quarter Return
-0.1%
1 Year Return
+7.2%
3 Year Return
+13.51%
5 Year Return
+19.68%
10 Year Return
+53.59%
AUM
$12.5B
AUM Growth
+$201M
(+1.6%)
Cap. Flow
+$219M
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
61.4%
Holding
751
New
92
Increased
358
Reduced
187
Closed
97
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$120M |
| 2 |
Vanguard Value ETF
VTV
|
$80.4M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$46.2M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$42.9M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$28.9M |
Top Sells
Sector Composition
| 1 | Financials | 0.11% |
| 2 | Healthcare | 0.07% |
| 3 | Technology | 0.05% |
| 4 | Consumer Staples | 0.05% |
| 5 | Energy | 0.04% |
