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
251
$30K ﹤0.01%
353
+340
252
$30K ﹤0.01%
411
+198
253
$29K ﹤0.01%
236
+214
254
$29K ﹤0.01%
930
+796
255
$28K ﹤0.01%
+934
256
$28K ﹤0.01%
105
+68
257
$27K ﹤0.01%
+332
258
$26K ﹤0.01%
276
+240
259
$26K ﹤0.01%
376
+188
260
$26K ﹤0.01%
642
+528
261
$26K ﹤0.01%
+881
262
$25K ﹤0.01%
+576
263
$25K ﹤0.01%
+190
264
$24K ﹤0.01%
876
+22
265
$24K ﹤0.01%
560
+515
266
$24K ﹤0.01%
374
+350
267
$24K ﹤0.01%
56
+43
268
$24K ﹤0.01%
+296
269
$24K ﹤0.01%
167
+149
270
$23K ﹤0.01%
336
+254
271
$23K ﹤0.01%
528
+447
272
$23K ﹤0.01%
241
+217
273
$22K ﹤0.01%
124
+60
274
$22K ﹤0.01%
1,188
+991
275
$22K ﹤0.01%
1,031
+964
9 10
11
12 13