TAIM
TD Ameritrade Investment Management Portfolio holdings
AUM
$9.4B
This Quarter Return
+3.14%
1 Year Return
+7.2%
3 Year Return
+13.51%
5 Year Return
+19.68%
10 Year Return
+53.59%
AUM
$3.95B
AUM Growth
+$3.95B
(+10%)
Cap. Flow
+$253M
Cap. Flow
% of AUM
6.42%
Top 10 Holdings %
Top 10 Hldgs %
67.72%
Holding
123
New
1
Increased
40
Reduced
43
Closed
39
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$275M |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$70M |
| 3 |
iShares MBS ETF
MBB
|
$63.3M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$46.5M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$38.6M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$216M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$34.4M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$26.3M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$26M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$25.4M |
