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
$11.7B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$467M
2
+$443M
3
+$408M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$246M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$126M

Top Sells

1
+$12.2M
2
+$8.47M
3
+$3.85M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.11M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.47M

Sector Composition

1 Financials 0.01%
2 Technology 0%
3 Healthcare 0%
4 Energy 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
+22
427
$1K ﹤0.01%
+20
428
$1K ﹤0.01%
+320
429
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+32
430
$1K ﹤0.01%
+20
431
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+10
432
$1K ﹤0.01%
+68
433
$1K ﹤0.01%
+4
434
$1K ﹤0.01%
+14
435
$1K ﹤0.01%
+17
436
$1K ﹤0.01%
+13
437
$1K ﹤0.01%
+240
438
$1K ﹤0.01%
+18
439
$1K ﹤0.01%
+21
440
$1K ﹤0.01%
+7
441
$1K ﹤0.01%
+12
442
$1K ﹤0.01%
+14
443
$1K ﹤0.01%
+79
444
$1K ﹤0.01%
+137
445
$1K ﹤0.01%
+13
446
$1K ﹤0.01%
+9
447
$1K ﹤0.01%
+37
448
$1K ﹤0.01%
12
449
$1K ﹤0.01%
+55
450
$1K ﹤0.01%
+68
16 17
18
19 20