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
$11.7B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$467M
2
+$443M
3
+$408M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$246M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$126M

Top Sells

1
+$12.2M
2
+$8.47M
3
+$3.85M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.11M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.47M

Sector Composition

1 Financials 0.01%
2 Technology 0%
3 Healthcare 0%
4 Energy 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K ﹤0.01%
+198
227
$12K ﹤0.01%
+268
228
$12K ﹤0.01%
+323
229
$11K ﹤0.01%
+155
230
$11K ﹤0.01%
+235
231
$10K ﹤0.01%
+181
232
$10K ﹤0.01%
+74
233
$10K ﹤0.01%
+64
234
$9K ﹤0.01%
+125
235
$9K ﹤0.01%
+167
236
$9K ﹤0.01%
+37
237
$9K ﹤0.01%
+61
238
$9K ﹤0.01%
+209
239
$8K ﹤0.01%
+118
240
$8K ﹤0.01%
+37
241
$8K ﹤0.01%
+250
242
$8K ﹤0.01%
+84
243
$7K ﹤0.01%
+53
244
$7K ﹤0.01%
+49
245
$7K ﹤0.01%
+159
246
$7K ﹤0.01%
+136
247
$6K ﹤0.01%
+13
248
$6K ﹤0.01%
+350
249
$6K ﹤0.01%
+32
250
$6K ﹤0.01%
+82
8 9
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