TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
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
+$99.5M
2
+$76.7M
3
+$37.8M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$37.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$26.7M

Top Sells

1
+$164M
2
+$87.3M
3
+$85.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$69.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$64.1M

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%
45
+1
360
$9K ﹤0.01%
207
+153
361
$9K ﹤0.01%
225
+190
362
$9K ﹤0.01%
40
-1
363
$9K ﹤0.01%
+129
364
$9K ﹤0.01%
+216
365
$9K ﹤0.01%
351
+257
366
$9K ﹤0.01%
+640
367
$9K ﹤0.01%
532
+390
368
$9K ﹤0.01%
125
+90
369
$9K ﹤0.01%
88
+65
370
$9K ﹤0.01%
88
-4
371
$9K ﹤0.01%
208
-26
372
$8K ﹤0.01%
138
-77
373
$8K ﹤0.01%
47
+4
374
$8K ﹤0.01%
+33
375
$8K ﹤0.01%
525
+431
13 14
15
16 17