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
501
$2K ﹤0.01%
39
+3
502
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17
503
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47
504
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505
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24
-8
506
$2K ﹤0.01%
72
-14
507
$2K ﹤0.01%
51
508
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31
509
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-10
510
$2K ﹤0.01%
506
511
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139
-18
512
$2K ﹤0.01%
55
-46
513
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35
514
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7
-2
515
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72
-17
516
$2K ﹤0.01%
25
517
$2K ﹤0.01%
45
518
$2K ﹤0.01%
61
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519
$2K ﹤0.01%
50
-927
520
$2K ﹤0.01%
60
-40
521
$2K ﹤0.01%
61
522
$2K ﹤0.01%
22
-9
523
$2K ﹤0.01%
15
524
$2K ﹤0.01%
24
525
$2K ﹤0.01%
15
19 20
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22 23