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
351
$2K ﹤0.01%
+76
352
$2K ﹤0.01%
+39
353
$2K ﹤0.01%
60
354
$2K ﹤0.01%
+7
355
$2K ﹤0.01%
+48
356
$2K ﹤0.01%
+64
357
$2K ﹤0.01%
+98
358
$2K ﹤0.01%
+16
359
$2K ﹤0.01%
+24
360
$2K ﹤0.01%
+29
361
$2K ﹤0.01%
+46
362
$2K ﹤0.01%
+43
363
$2K ﹤0.01%
+110
364
$2K ﹤0.01%
+50
365
$2K ﹤0.01%
+17
366
$2K ﹤0.01%
+37
367
$2K ﹤0.01%
+29
368
$2K ﹤0.01%
+23
369
$2K ﹤0.01%
+25
370
$2K ﹤0.01%
+51
371
$2K ﹤0.01%
+10
372
$2K ﹤0.01%
+15
373
$2K ﹤0.01%
+20
374
$2K ﹤0.01%
+53
375
$2K ﹤0.01%
+83
13 14
15
16 17