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
451
$3K ﹤0.01%
+51
452
$3K ﹤0.01%
49
+32
453
$3K ﹤0.01%
49
+34
454
$3K ﹤0.01%
+94
455
$3K ﹤0.01%
+101
456
$3K ﹤0.01%
+64
457
$3K ﹤0.01%
+108
458
$3K ﹤0.01%
18
+8
459
$3K ﹤0.01%
80
460
$3K ﹤0.01%
+90
461
$3K ﹤0.01%
70
+20
462
$3K ﹤0.01%
+142
463
$3K ﹤0.01%
23
464
$3K ﹤0.01%
+38
465
$3K ﹤0.01%
+35
466
$3K ﹤0.01%
18
+3
467
$3K ﹤0.01%
+23
468
$3K ﹤0.01%
+77
469
$3K ﹤0.01%
20
-2
470
$3K ﹤0.01%
38
471
$3K ﹤0.01%
+61
472
$3K ﹤0.01%
51
+7
473
$3K ﹤0.01%
19
+2
474
$3K ﹤0.01%
339
+225
475
$3K ﹤0.01%
+75
17 18
19
20 21