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
$10.8B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$72M
3
+$38.2M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$37.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$26M

Top Sells

1
+$166M
2
+$80.7M
3
+$79.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$64.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$60.7M

Sector Composition

1 Financials 0.05%
2 Healthcare 0.04%
3 Technology 0.03%
4 Energy 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52K ﹤0.01%
776
+92
227
$52K ﹤0.01%
1,754
+597
228
$50K ﹤0.01%
662
+386
229
$50K ﹤0.01%
1,074
+575
230
$49K ﹤0.01%
450
-98
231
$49K ﹤0.01%
531
+268
232
$48K ﹤0.01%
920
-60
233
$47K ﹤0.01%
534
+293
234
$45K ﹤0.01%
1,301
+380
235
$45K ﹤0.01%
+2,694
236
$45K ﹤0.01%
933
+11
237
$44K ﹤0.01%
1,200
+308
238
$44K ﹤0.01%
823
+503
239
$44K ﹤0.01%
365
+175
240
$43K ﹤0.01%
1,337
+424
241
$43K ﹤0.01%
1,319
-278
242
$43K ﹤0.01%
7,238
+57
243
$43K ﹤0.01%
970
+43
244
$42K ﹤0.01%
+1,000
245
$42K ﹤0.01%
2,213
+459
246
$41K ﹤0.01%
5,693
+1,118
247
$41K ﹤0.01%
2,050
-1,625
248
$40K ﹤0.01%
336
+171
249
$39K ﹤0.01%
442
+350
250
$39K ﹤0.01%
112
+56
8 9
10
11 12