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
276
$22K ﹤0.01%
499
+417
277
$22K ﹤0.01%
247
+224
278
$21K ﹤0.01%
99
+67
279
$21K ﹤0.01%
380
+315
280
$21K ﹤0.01%
+22
281
$20K ﹤0.01%
+152
282
$20K ﹤0.01%
421
+186
283
$20K ﹤0.01%
2,490
+2,353
284
$19K ﹤0.01%
636
+597
285
$19K ﹤0.01%
385
+249
286
$19K ﹤0.01%
+216
287
$18K ﹤0.01%
468
+394
288
$18K ﹤0.01%
485
+439
289
$18K ﹤0.01%
947
-1,200
290
$18K ﹤0.01%
231
+3
291
$18K ﹤0.01%
813
+763
292
$17K ﹤0.01%
371
+212
293
$17K ﹤0.01%
368
+332
294
$16K ﹤0.01%
59
+45
295
$16K ﹤0.01%
282
+14
296
$15K ﹤0.01%
140
+124
297
$15K ﹤0.01%
533
+335
298
$15K ﹤0.01%
68
+31
299
$15K ﹤0.01%
4,976
+4,656
300
$15K ﹤0.01%
99
+84
10 11
12
13 14