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
451
$5K ﹤0.01%
200
+130
452
$5K ﹤0.01%
168
+132
453
$5K ﹤0.01%
49
+31
454
$5K ﹤0.01%
110
+93
455
$5K ﹤0.01%
83
+59
456
$5K ﹤0.01%
53
+33
457
$5K ﹤0.01%
176
-352
458
$5K ﹤0.01%
452
+30
459
$5K ﹤0.01%
391
+24
460
$5K ﹤0.01%
47
+9
461
$5K ﹤0.01%
201
+9
462
$5K ﹤0.01%
174
-79
463
$5K ﹤0.01%
43
+2
464
$4K ﹤0.01%
34
-23
465
$4K ﹤0.01%
112
-356
466
$4K ﹤0.01%
61
+4
467
$4K ﹤0.01%
22
-612
468
$4K ﹤0.01%
+15
469
$4K ﹤0.01%
158
-30
470
$4K ﹤0.01%
+150
471
$4K ﹤0.01%
423
+309
472
$4K ﹤0.01%
719
+266
473
$4K ﹤0.01%
100
-68
474
$4K ﹤0.01%
58
-10
475
$4K ﹤0.01%
233
+14
17 18
19
20 21