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
$6.79B
AUM Growth
+$793M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$119M
3
+$70.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$29.1M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$26.9M

Top Sells

1
+$32.6M
2
+$13.5M
3
+$10.9M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$8.51M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04M 0.04%
36,598
+673
52
$2.29M 0.03%
78,698
+835
53
$2.03M 0.03%
16,514
+2,294
54
$1.75M 0.03%
22,894
+88
55
$1.61M 0.02%
23,292
-50
56
$1.55M 0.02%
13,581
+1,032
57
$1.2M 0.02%
8,934
+496
58
$679K 0.01%
7,856
+501
59
$599K 0.01%
11,400
+3,574
60
$343K 0.01%
4,422
+222
61
$271K ﹤0.01%
3,652
+994
62
$224K ﹤0.01%
7,702
+124
63
$213K ﹤0.01%
4,602
+459
64
$205K ﹤0.01%
1,691
+1,531
65
$196K ﹤0.01%
5,552
-95
66
$167K ﹤0.01%
3,492
+1,316
67
$159K ﹤0.01%
1,993
+18
68
$146K ﹤0.01%
+2,486
69
$139K ﹤0.01%
4,065
-856
70
$119K ﹤0.01%
2,268
+156
71
$103K ﹤0.01%
2,134
-18
72
$84K ﹤0.01%
11,152
+1,840
73
$74K ﹤0.01%
4,470
+951
74
$60K ﹤0.01%
3,345
+3,105
75
$54K ﹤0.01%
1,024
-618,450
1 2
3
4 5