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
476
$3K ﹤0.01%
+27
477
$3K ﹤0.01%
43
+8
478
$3K ﹤0.01%
42
+27
479
$3K ﹤0.01%
14
480
$3K ﹤0.01%
189
+89
481
$3K ﹤0.01%
19
+7
482
$2K ﹤0.01%
+29
483
$2K ﹤0.01%
+20
484
$2K ﹤0.01%
+2
485
$2K ﹤0.01%
+37
486
$2K ﹤0.01%
27
+3
487
$2K ﹤0.01%
+60
488
$2K ﹤0.01%
+114
489
$2K ﹤0.01%
+56
490
$2K ﹤0.01%
+54
491
$2K ﹤0.01%
+119
492
$2K ﹤0.01%
80
-458
493
$2K ﹤0.01%
+94
494
$2K ﹤0.01%
+143
495
$2K ﹤0.01%
+121
496
$2K ﹤0.01%
37
-537
497
$2K ﹤0.01%
+29
498
$2K ﹤0.01%
+40
499
$2K ﹤0.01%
+27
500
$2K ﹤0.01%
17
+3
18 19
20
21 22