TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
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
+$99.5M
2
+$76.7M
3
+$37.8M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$37.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$26.7M

Top Sells

1
+$164M
2
+$87.3M
3
+$85.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$69.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$64.1M

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%
116
+7
477
$4K ﹤0.01%
41
+29
478
$4K ﹤0.01%
37
+4
479
$4K ﹤0.01%
29
+10
480
$4K ﹤0.01%
20
+1
481
$4K ﹤0.01%
+150
482
$4K ﹤0.01%
423
+309
483
$4K ﹤0.01%
719
+266
484
$4K ﹤0.01%
233
+14
485
$4K ﹤0.01%
58
+3
486
$4K ﹤0.01%
37
+2
487
$4K ﹤0.01%
168
+13
488
$4K ﹤0.01%
499
+422
489
$4K ﹤0.01%
29
-3
490
$3K ﹤0.01%
82
-57
491
$3K ﹤0.01%
85
+72
492
$3K ﹤0.01%
11
+7
493
$3K ﹤0.01%
126
+52
494
$3K ﹤0.01%
68
495
$3K ﹤0.01%
33
-12
496
$3K ﹤0.01%
+17
497
$3K ﹤0.01%
20
-3
498
$3K ﹤0.01%
80
499
$3K ﹤0.01%
76
-1
500
$3K ﹤0.01%
80
+6
18 19
20
21 22