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
251
$39K ﹤0.01%
512
-47
252
$39K ﹤0.01%
471
+255
253
$39K ﹤0.01%
890
+391
254
$38K ﹤0.01%
856
+44
255
$38K ﹤0.01%
586
+339
256
$37K ﹤0.01%
435
+337
257
$36K ﹤0.01%
710
-6,739
258
$35K ﹤0.01%
932
+57
259
$35K ﹤0.01%
262
+56
260
$34K ﹤0.01%
653
-1,371
261
$34K ﹤0.01%
2,397
+592
262
$33K ﹤0.01%
881
-83
263
$33K ﹤0.01%
329
+93
264
$32K ﹤0.01%
+500
265
$31K ﹤0.01%
194
+61
266
$31K ﹤0.01%
+141
267
$31K ﹤0.01%
+412
268
$31K ﹤0.01%
2,074
+95
269
$30K ﹤0.01%
437
+332
270
$30K ﹤0.01%
307
+188
271
$29K ﹤0.01%
309
+169
272
$29K ﹤0.01%
1,942
+1,649
273
$29K ﹤0.01%
116
+11
274
$28K ﹤0.01%
1,593
+65
275
$27K ﹤0.01%
366
+30
9 10
11
12 13