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
376
$8K ﹤0.01%
+84
377
$8K ﹤0.01%
225
-335
378
$8K ﹤0.01%
+730
379
$8K ﹤0.01%
+200
380
$8K ﹤0.01%
187
+136
381
$8K ﹤0.01%
1,206
+1,024
382
$8K ﹤0.01%
+33
383
$8K ﹤0.01%
525
+431
384
$8K ﹤0.01%
176
-1,503
385
$8K ﹤0.01%
1,350
+1,139
386
$8K ﹤0.01%
180
-200
387
$8K ﹤0.01%
504
-684
388
$8K ﹤0.01%
448
+327
389
$8K ﹤0.01%
39
+1
390
$8K ﹤0.01%
+100
391
$8K ﹤0.01%
+250
392
$8K ﹤0.01%
156
+13
393
$8K ﹤0.01%
79
+43
394
$8K ﹤0.01%
63
+46
395
$7K ﹤0.01%
107
+78
396
$7K ﹤0.01%
71
+31
397
$7K ﹤0.01%
455
+20
398
$7K ﹤0.01%
260
-180
399
$7K ﹤0.01%
144
+105
400
$7K ﹤0.01%
+153
14 15
16
17 18