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
$10B
AUM Growth
-$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$8.65M
3
+$4.48M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.96M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$2.87M

Top Sells

1
+$123M
2
+$71.1M
3
+$28.8M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$25M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.3M

Sector Composition

1 Healthcare 0.07%
2 Financials 0.07%
3 Technology 0.06%
4 Industrials 0.04%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
49
-16
477
$3K ﹤0.01%
+39
478
$3K ﹤0.01%
84
479
$3K ﹤0.01%
139
-34
480
$3K ﹤0.01%
54
-12
481
$3K ﹤0.01%
27
482
$3K ﹤0.01%
25
483
$3K ﹤0.01%
212
484
$3K ﹤0.01%
82
-18
485
$2K ﹤0.01%
30
-7
486
$2K ﹤0.01%
95
-39
487
$2K ﹤0.01%
+103
488
$2K ﹤0.01%
35
489
$2K ﹤0.01%
13
-418
490
$2K ﹤0.01%
49
-14
491
$2K ﹤0.01%
56
-19
492
$2K ﹤0.01%
27
493
$2K ﹤0.01%
8
-77
494
$2K ﹤0.01%
15
-3
495
$2K ﹤0.01%
7
-92
496
$2K ﹤0.01%
50
-8
497
$2K ﹤0.01%
64
498
$2K ﹤0.01%
92
-1,612
499
$2K ﹤0.01%
20
-17
500
$2K ﹤0.01%
91
-25
18 19
20
21 22