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
501
$2K ﹤0.01%
+26
502
$2K ﹤0.01%
+84
503
$2K ﹤0.01%
+394
504
$2K ﹤0.01%
+43
505
$2K ﹤0.01%
+19
506
$2K ﹤0.01%
+24
507
$2K ﹤0.01%
+32
508
$2K ﹤0.01%
+12
509
$2K ﹤0.01%
+40
510
$2K ﹤0.01%
57
-6
511
$2K ﹤0.01%
51
+23
512
$2K ﹤0.01%
65
+43
513
$2K ﹤0.01%
+17
514
$2K ﹤0.01%
+103
515
$2K ﹤0.01%
+43
516
$2K ﹤0.01%
12
+10
517
$2K ﹤0.01%
+79
518
$1K ﹤0.01%
+7
519
$1K ﹤0.01%
23
-26
520
$1K ﹤0.01%
+13
521
$1K ﹤0.01%
8
+1
522
$1K ﹤0.01%
+7
523
$1K ﹤0.01%
+4
524
$1K ﹤0.01%
25
525
$1K ﹤0.01%
12
+2
19 20
21
22 23