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
26
$105M 0.97%
2,193,501
+105,603
27
$98M 0.9%
1,035,092
-47,322
28
$97.8M 0.9%
1,130,177
-12,583
29
$94.8M 0.88%
1,840,867
+181,958
30
$94.8M 0.88%
1,529,052
-57,133
31
$94.2M 0.87%
876,048
-49,584
32
$88.3M 0.82%
1,391,768
+55,900
33
$78.5M 0.73%
968,169
-162,525
34
$74.2M 0.69%
441,935
-23,797
35
$71.8M 0.66%
1,414,174
+443,853
36
$70.4M 0.65%
1,015,758
-73,027
37
$63.3M 0.58%
3,202,739
+98,076
38
$61M 0.56%
2,558,858
-205,493
39
$49M 0.45%
447,113
-401,177
40
$37.3M 0.34%
1,770,457
-53,113
41
$36.7M 0.34%
708,189
+17,396
42
$31.4M 0.29%
262,157
-58,452
43
$30.2M 0.28%
279,399
-54,564
44
$29.2M 0.27%
278,814
-61,669
45
$27.1M 0.25%
237,942
+101,736
46
$26.8M 0.25%
467,349
+5,996
47
$26.3M 0.24%
485,371
-105,052
48
$24.6M 0.23%
+594,800
49
$23.6M 0.22%
729,011
+189,722
50
$21.2M 0.2%
799,788
+78,155
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