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
351
$10K ﹤0.01%
61
-38
352
$10K ﹤0.01%
372
+316
353
$10K ﹤0.01%
35
+16
354
$10K ﹤0.01%
369
+268
355
$10K ﹤0.01%
68
-56
356
$10K ﹤0.01%
2,422
+2,028
357
$10K ﹤0.01%
+275
358
$10K ﹤0.01%
195
+93
359
$9K ﹤0.01%
+216
360
$9K ﹤0.01%
45
+1
361
$9K ﹤0.01%
207
+153
362
$9K ﹤0.01%
225
+190
363
$9K ﹤0.01%
351
+257
364
$9K ﹤0.01%
+640
365
$9K ﹤0.01%
532
+390
366
$9K ﹤0.01%
125
+90
367
$9K ﹤0.01%
88
+65
368
$9K ﹤0.01%
40
-1
369
$9K ﹤0.01%
+129
370
$9K ﹤0.01%
88
-4
371
$9K ﹤0.01%
208
-26
372
$8K ﹤0.01%
191
+16
373
$8K ﹤0.01%
138
-77
374
$8K ﹤0.01%
47
+4
375
$8K ﹤0.01%
98
+67
13 14
15
16 17