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
326
$13K ﹤0.01%
505
+103
327
$13K ﹤0.01%
425
+18
328
$12K ﹤0.01%
74
+6
329
$12K ﹤0.01%
88
+8
330
$12K ﹤0.01%
328
-57
331
$12K ﹤0.01%
180
+163
332
$12K ﹤0.01%
126
-180
333
$12K ﹤0.01%
293
+216
334
$12K ﹤0.01%
72
+47
335
$12K ﹤0.01%
265
336
$12K ﹤0.01%
280
+26
337
$12K ﹤0.01%
946
+757
338
$11K ﹤0.01%
358
+154
339
$11K ﹤0.01%
+400
340
$11K ﹤0.01%
116
+1
341
$11K ﹤0.01%
+97
342
$11K ﹤0.01%
381
+44
343
$11K ﹤0.01%
205
+173
344
$11K ﹤0.01%
221
+160
345
$11K ﹤0.01%
+292
346
$11K ﹤0.01%
78
+5
347
$10K ﹤0.01%
703
+324
348
$10K ﹤0.01%
280
+180
349
$10K ﹤0.01%
67
-156
350
$10K ﹤0.01%
+488
12 13
14
15 16