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
76
$45K ﹤0.01%
1,584
-44
77
$44K ﹤0.01%
+806
78
$42K ﹤0.01%
1,577
+349
79
$34K ﹤0.01%
578
+56
80
$33K ﹤0.01%
+691
81
$24K ﹤0.01%
900
-40
82
$23K ﹤0.01%
440
-190
83
$19K ﹤0.01%
406
+328
84
$15K ﹤0.01%
538
+292
85
$12K ﹤0.01%
+176
86
$11K ﹤0.01%
575
+87
87
$9K ﹤0.01%
589
+582
88
$8K ﹤0.01%
+160
89
$8K ﹤0.01%
+149
90
$7K ﹤0.01%
124
+48
91
$6K ﹤0.01%
117
92
$6K ﹤0.01%
+350
93
$6K ﹤0.01%
+123
94
$5K ﹤0.01%
195
95
$4K ﹤0.01%
86
-10
96
$3K ﹤0.01%
+41
97
$2K ﹤0.01%
52
-12
98
$2K ﹤0.01%
78
99
$1K ﹤0.01%
+22
100
$1K ﹤0.01%
12
-16
1 2 3
4
5