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
476
$4K ﹤0.01%
29
-3
477
$4K ﹤0.01%
125
-15
478
$4K ﹤0.01%
82
+33
479
$4K ﹤0.01%
58
+3
480
$4K ﹤0.01%
48
+2
481
$4K ﹤0.01%
21
+3
482
$4K ﹤0.01%
116
+7
483
$4K ﹤0.01%
41
+29
484
$4K ﹤0.01%
37
+4
485
$4K ﹤0.01%
37
+2
486
$4K ﹤0.01%
168
+13
487
$4K ﹤0.01%
499
+422
488
$4K ﹤0.01%
29
+10
489
$4K ﹤0.01%
20
+1
490
$3K ﹤0.01%
82
-57
491
$3K ﹤0.01%
85
+72
492
$3K ﹤0.01%
27
+1
493
$3K ﹤0.01%
11
+7
494
$3K ﹤0.01%
126
+52
495
$3K ﹤0.01%
+101
496
$3K ﹤0.01%
291
+41
497
$3K ﹤0.01%
+29
498
$3K ﹤0.01%
57
+14
499
$3K ﹤0.01%
117
+4
500
$3K ﹤0.01%
50
+1
18 19
20
21 22