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
$8.09B
AUM Growth
+$617M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$142M
3
+$121M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$60.3M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$56.3M

Top Sells

1
+$141M
2
+$57.9M
3
+$57.3M
4
MBB icon
iShares MBS ETF
MBB
+$26.8M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.03%
90,744
-3,146
52
$2.58M 0.03%
29,085
+325
53
$2.02M 0.02%
18,280
-677
54
$1.9M 0.02%
14,683
+5,674
55
$1.62M 0.02%
19,092
+21
56
$1.6M 0.02%
19,458
-240
57
$1.58M 0.02%
52,155
+132
58
$1.55M 0.02%
11,363
-240
59
$1.54M 0.02%
18,140
-31
60
$1.06M 0.01%
14,282
-130
61
$809K 0.01%
6,465
+679
62
$730K 0.01%
12,906
-10,274
63
$325K ﹤0.01%
10,913
+1,753
64
$287K ﹤0.01%
5,307
+2,211
65
$251K ﹤0.01%
3,101
+531
66
$206K ﹤0.01%
1,670
+11
67
$204K ﹤0.01%
2,674
-32
68
$158K ﹤0.01%
1,794
+239
69
$120K ﹤0.01%
3,212
+250
70
$82K ﹤0.01%
1,333
71
$63K ﹤0.01%
3,150
+760
72
$61K ﹤0.01%
1,234
73
$30K ﹤0.01%
523
-42
74
$28K ﹤0.01%
1,004
-219
75
$28K ﹤0.01%
538
+12
1 2
3
4