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
276
$27K ﹤0.01%
422
+11
277
$27K ﹤0.01%
1,408
+377
278
$27K ﹤0.01%
274
-110,855
279
$27K ﹤0.01%
+514
280
$26K ﹤0.01%
517
+141
281
$26K ﹤0.01%
678
+394
282
$26K ﹤0.01%
210
+43
283
$26K ﹤0.01%
666
+417
284
$26K ﹤0.01%
876
+508
285
$25K ﹤0.01%
3,319
-26
286
$24K ﹤0.01%
854
-22
287
$24K ﹤0.01%
851
+318
288
$23K ﹤0.01%
208
-1,265
289
$23K ﹤0.01%
3,541
+1,051
290
$22K ﹤0.01%
512
+422
291
$22K ﹤0.01%
464
+274
292
$22K ﹤0.01%
471
+100
293
$22K ﹤0.01%
406
-175
294
$22K ﹤0.01%
+212
295
$22K ﹤0.01%
551
+438
296
$21K ﹤0.01%
156
+82
297
$21K ﹤0.01%
1,080
-217
298
$21K ﹤0.01%
726
+252
299
$21K ﹤0.01%
329
+212
300
$21K ﹤0.01%
756
+518
10 11
12
13 14