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
$12.3B
AUM Growth
+$528M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$147M
3
+$68M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$59.7M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$52M

Top Sells

1
+$199M
2
+$107M
3
+$96M
4
IXP icon
iShares Global Comm Services ETF
IXP
+$62.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$53.9M

Sector Composition

1 Financials 0.03%
2 Technology 0.02%
3 Healthcare 0.02%
4 Energy 0.02%
5 Industrials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39K ﹤0.01%
157
+137
227
$39K ﹤0.01%
152
+138
228
$39K ﹤0.01%
581
+290
229
$39K ﹤0.01%
583
+549
230
$38K ﹤0.01%
964
+903
231
$37K ﹤0.01%
1,528
+752
232
$37K ﹤0.01%
187
+165
233
$37K ﹤0.01%
812
+759
234
$35K ﹤0.01%
1,297
+780
235
$34K ﹤0.01%
211
+150
236
$33K ﹤0.01%
272
+241
237
$32K ﹤0.01%
403
+327
238
$32K ﹤0.01%
223
+215
239
$32K ﹤0.01%
1,805
+1,695
240
$32K ﹤0.01%
+27
241
$31K ﹤0.01%
442
+317
242
$31K ﹤0.01%
+165
243
$31K ﹤0.01%
3,345
+1,653
244
$31K ﹤0.01%
499
+429
245
$31K ﹤0.01%
474
+445
246
$31K ﹤0.01%
306
+286
247
$31K ﹤0.01%
206
+106
248
$30K ﹤0.01%
133
+125
249
$30K ﹤0.01%
320
+300
250
$30K ﹤0.01%
263
+232
8 9
10
11 12