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
301
$3K ﹤0.01%
+58
302
$3K ﹤0.01%
+22
303
$3K ﹤0.01%
+15
304
$3K ﹤0.01%
+32
305
$3K ﹤0.01%
+50
306
$3K ﹤0.01%
+66
307
$3K ﹤0.01%
+62
308
$3K ﹤0.01%
+22
309
$3K ﹤0.01%
+20
310
$3K ﹤0.01%
+38
311
$3K ﹤0.01%
+82
312
$3K ﹤0.01%
+17
313
$3K ﹤0.01%
+35
314
$3K ﹤0.01%
+14
315
$3K ﹤0.01%
+59
316
$3K ﹤0.01%
+47
317
$3K ﹤0.01%
68
-36
318
$3K ﹤0.01%
+18
319
$3K ﹤0.01%
+25
320
$3K ﹤0.01%
+60
321
$3K ﹤0.01%
+49
322
$3K ﹤0.01%
+74
323
$3K ﹤0.01%
+37
324
$3K ﹤0.01%
+197
325
$2K ﹤0.01%
+43
11 12
13
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