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
$4.84B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$23.9M
3
+$18.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$16.4M
5
VTV icon
Vanguard Value ETF
VTV
+$13.8M

Top Sells

1
+$30.5M
2
+$20.1M
3
+$14.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.4M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$8.97M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.1M 0.68%
331,994
-73,895
27
$31M 0.64%
293,135
-10,037
28
$25M 0.52%
494,350
+187,911
29
$22.7M 0.47%
881,106
+221,956
30
$22.4M 0.46%
744,858
-37,050
31
$20.1M 0.42%
560,714
+29,470
32
$19.1M 0.39%
422,374
-198,948
33
$18.3M 0.38%
187,456
-13,110
34
$14.7M 0.3%
338,921
+200,835
35
$12.6M 0.26%
152,235
-2,824
36
$10.2M 0.21%
169,537
+78,000
37
$9.57M 0.2%
115,209
-5,230
38
$9.37M 0.19%
129,971
+4,793
39
$8.26M 0.17%
93,248
-783
40
$6.05M 0.13%
209,012
-31,092
41
$6.03M 0.12%
54,661
-1,696
42
$5.75M 0.12%
132,807
+132,781
43
$5.37M 0.11%
67,289
+1,833
44
$4.51M 0.09%
85,052
+84,975
45
$4.49M 0.09%
85,446
+5,466
46
$4.42M 0.09%
125,704
-163,141
47
$2.29M 0.05%
33,333
-6,019
48
$2.11M 0.04%
34,008
-1,278
49
$1.77M 0.04%
14,445
-209
50
$1.68M 0.03%
13,861
-902
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