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
276
$4K ﹤0.01%
+118
277
$4K ﹤0.01%
+70
278
$4K ﹤0.01%
+59
279
$4K ﹤0.01%
+65
280
$4K ﹤0.01%
+109
281
$4K ﹤0.01%
+197
282
$4K ﹤0.01%
+19
283
$4K ﹤0.01%
+40
284
$4K ﹤0.01%
+44
285
$4K ﹤0.01%
+48
286
$4K ﹤0.01%
+134
287
$4K ﹤0.01%
+35
288
$4K ﹤0.01%
+28
289
$4K ﹤0.01%
+39
290
$3K ﹤0.01%
+47
291
$3K ﹤0.01%
68
-36
292
$3K ﹤0.01%
+18
293
$3K ﹤0.01%
+14
294
$3K ﹤0.01%
+25
295
$3K ﹤0.01%
+60
296
$3K ﹤0.01%
+49
297
$3K ﹤0.01%
+74
298
$3K ﹤0.01%
+37
299
$3K ﹤0.01%
+197
300
$3K ﹤0.01%
+63
10 11
12
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