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
$10B
AUM Growth
-$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$8.65M
3
+$4.48M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.96M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$2.87M

Top Sells

1
+$123M
2
+$71.1M
3
+$28.8M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$25M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.3M

Sector Composition

1 Healthcare 0.07%
2 Financials 0.07%
3 Technology 0.06%
4 Industrials 0.04%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
261
-717
352
$14K ﹤0.01%
359
353
$14K ﹤0.01%
40
-25
354
$14K ﹤0.01%
361
-54
355
$14K ﹤0.01%
+369
356
$14K ﹤0.01%
442
-290
357
$14K ﹤0.01%
77
-48
358
$14K ﹤0.01%
63
359
$14K ﹤0.01%
361
-59
360
$14K ﹤0.01%
235
361
$13K ﹤0.01%
646
-91
362
$13K ﹤0.01%
666
-2,963
363
$13K ﹤0.01%
174
-172
364
$13K ﹤0.01%
1,626
-1,118
365
$13K ﹤0.01%
+447
366
$13K ﹤0.01%
+116
367
$12K ﹤0.01%
36
368
$12K ﹤0.01%
730
-3,321
369
$12K ﹤0.01%
84
-21
370
$12K ﹤0.01%
154
-96
371
$12K ﹤0.01%
+199
372
$12K ﹤0.01%
317
-147
373
$11K ﹤0.01%
39
-24
374
$11K ﹤0.01%
53
-32
375
$11K ﹤0.01%
2,956
13 14
15
16 17