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
251
$6K ﹤0.01%
+46
252
$6K ﹤0.01%
+93
253
$6K ﹤0.01%
+415
254
$5K ﹤0.01%
+200
255
$5K ﹤0.01%
+25
256
$5K ﹤0.01%
+120
257
$5K ﹤0.01%
+198
258
$5K ﹤0.01%
+50
259
$5K ﹤0.01%
+76
260
$5K ﹤0.01%
+20
261
$5K ﹤0.01%
+114
262
$5K ﹤0.01%
+70
263
$5K ﹤0.01%
+181
264
$5K ﹤0.01%
87
265
$5K ﹤0.01%
+165
266
$5K ﹤0.01%
59
+38
267
$5K ﹤0.01%
+81
268
$5K ﹤0.01%
+109
269
$4K ﹤0.01%
+26
270
$4K ﹤0.01%
+240
271
$4K ﹤0.01%
+22
272
$4K ﹤0.01%
+31
273
$4K ﹤0.01%
+36
274
$4K ﹤0.01%
+36
275
$4K ﹤0.01%
+22
9 10
11
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