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
401
$7K ﹤0.01%
70
+11
402
$7K ﹤0.01%
194
+7
403
$7K ﹤0.01%
63
+38
404
$7K ﹤0.01%
46
+3
405
$7K ﹤0.01%
108
+21
406
$7K ﹤0.01%
154
+116
407
$7K ﹤0.01%
101
+74
408
$7K ﹤0.01%
310
+226
409
$7K ﹤0.01%
341
-57
410
$7K ﹤0.01%
477
+254
411
$7K ﹤0.01%
147
+107
412
$7K ﹤0.01%
623
+527
413
$7K ﹤0.01%
+164
414
$7K ﹤0.01%
187
+112
415
$7K ﹤0.01%
119
+33
416
$7K ﹤0.01%
+186
417
$7K ﹤0.01%
113
+86
418
$7K ﹤0.01%
158
+115
419
$7K ﹤0.01%
52
+40
420
$6K ﹤0.01%
46
+39
421
$6K ﹤0.01%
141
+104
422
$6K ﹤0.01%
70
+1
423
$6K ﹤0.01%
136
-100
424
$6K ﹤0.01%
137
+11
425
$6K ﹤0.01%
671
+579
15 16
17
18 19