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
$12.3B
AUM Growth
+$528M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$147M
3
+$68M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$59.7M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$52M

Top Sells

1
+$199M
2
+$107M
3
+$96M
4
IXP icon
iShares Global Comm Services ETF
IXP
+$62.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$53.9M

Sector Composition

1 Financials 0.03%
2 Technology 0.02%
3 Healthcare 0.02%
4 Energy 0.02%
5 Industrials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
46
+12
402
$5K ﹤0.01%
563
+250
403
$5K ﹤0.01%
74
+49
404
$5K ﹤0.01%
58
+14
405
$5K ﹤0.01%
89
+64
406
$5K ﹤0.01%
223
+161
407
$5K ﹤0.01%
122
+60
408
$5K ﹤0.01%
33
+21
409
$5K ﹤0.01%
25
+5
410
$5K ﹤0.01%
38
+30
411
$5K ﹤0.01%
192
+128
412
$4K ﹤0.01%
26
+18
413
$4K ﹤0.01%
99
+38
414
$4K ﹤0.01%
55
+19
415
$4K ﹤0.01%
453
+299
416
$4K ﹤0.01%
59
+12
417
$4K ﹤0.01%
68
418
$4K ﹤0.01%
158
+102
419
$4K ﹤0.01%
55
+26
420
$4K ﹤0.01%
89
+46
421
$4K ﹤0.01%
23
+3
422
$4K ﹤0.01%
77
-358
423
$4K ﹤0.01%
166
+83
424
$4K ﹤0.01%
18
+3
425
$4K ﹤0.01%
42
-6
15 16
17
18 19