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
301
$20K ﹤0.01%
88
+29
302
$20K ﹤0.01%
413
+39
303
$20K ﹤0.01%
698
+213
304
$20K ﹤0.01%
494
+73
305
$20K ﹤0.01%
325
-7
306
$20K ﹤0.01%
733
+417
307
$20K ﹤0.01%
962
+149
308
$19K ﹤0.01%
613
-23
309
$19K ﹤0.01%
+326
310
$18K ﹤0.01%
292
+144
311
$17K ﹤0.01%
152
312
$17K ﹤0.01%
946
-1
313
$15K ﹤0.01%
433
+334
314
$15K ﹤0.01%
+671
315
$15K ﹤0.01%
5,725
+749
316
$15K ﹤0.01%
266
+223
317
$14K ﹤0.01%
1,343
+708
318
$14K ﹤0.01%
268
-14
319
$13K ﹤0.01%
494
+37
320
$13K ﹤0.01%
173
+54
321
$13K ﹤0.01%
16
+14
322
$13K ﹤0.01%
117
+74
323
$13K ﹤0.01%
154
+96
324
$13K ﹤0.01%
266
+226
325
$13K ﹤0.01%
223
+134
11 12
13
14 15