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
326
$11K ﹤0.01%
+254
327
$11K ﹤0.01%
+110
328
$10K ﹤0.01%
175
+115
329
$10K ﹤0.01%
+76
330
$10K ﹤0.01%
69
+57
331
$10K ﹤0.01%
62
+47
332
$10K ﹤0.01%
337
+172
333
$10K ﹤0.01%
+41
334
$10K ﹤0.01%
234
+125
335
$10K ﹤0.01%
+73
336
$9K ﹤0.01%
+119
337
$9K ﹤0.01%
57
+32
338
$9K ﹤0.01%
44
+39
339
$9K ﹤0.01%
105
+86
340
$9K ﹤0.01%
92
+42
341
$9K ﹤0.01%
43
+28
342
$9K ﹤0.01%
168
+149
343
$9K ﹤0.01%
92
+75
344
$9K ﹤0.01%
249
+140
345
$9K ﹤0.01%
398
-754
346
$9K ﹤0.01%
117
+108
347
$9K ﹤0.01%
+238
348
$9K ﹤0.01%
+199
349
$8K ﹤0.01%
100
+63
350
$8K ﹤0.01%
188
+143
12 13
14
15 16