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
301
$15K ﹤0.01%
100
+82
302
$15K ﹤0.01%
+250
303
$15K ﹤0.01%
265
-772
304
$14K ﹤0.01%
215
+200
305
$14K ﹤0.01%
56
+47
306
$14K ﹤0.01%
+585
307
$14K ﹤0.01%
200
+176
308
$14K ﹤0.01%
119
+84
309
$14K ﹤0.01%
407
+198
310
$13K ﹤0.01%
+425
311
$13K ﹤0.01%
284
+245
312
$13K ﹤0.01%
80
+31
313
$13K ﹤0.01%
+58
314
$13K ﹤0.01%
457
+207
315
$13K ﹤0.01%
+316
316
$12K ﹤0.01%
74
+21
317
$12K ﹤0.01%
236
+212
318
$12K ﹤0.01%
92
+53
319
$12K ﹤0.01%
402
-55
320
$11K ﹤0.01%
440
+240
321
$11K ﹤0.01%
115
+83
322
$11K ﹤0.01%
+170
323
$11K ﹤0.01%
190
+168
324
$11K ﹤0.01%
+148
325
$11K ﹤0.01%
98
+58
11 12
13
14 15