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
526
$1K ﹤0.01%
6
527
$1K ﹤0.01%
+25
528
$1K ﹤0.01%
+159
529
$1K ﹤0.01%
+28
530
$1K ﹤0.01%
30
-320
531
$1K ﹤0.01%
45
-999
532
$1K ﹤0.01%
+5
533
$1K ﹤0.01%
+32
534
$1K ﹤0.01%
+35
535
$1K ﹤0.01%
33
+8
536
$1K ﹤0.01%
18
537
$1K ﹤0.01%
+92
538
$1K ﹤0.01%
+14
539
$1K ﹤0.01%
+182
540
$1K ﹤0.01%
+80
541
$1K ﹤0.01%
+49
542
$1K ﹤0.01%
+2
543
$1K ﹤0.01%
5
+1
544
$1K ﹤0.01%
20
+3
545
$1K ﹤0.01%
+46
546
$1K ﹤0.01%
+211
547
$1K ﹤0.01%
36
+18
548
$1K ﹤0.01%
+16
549
$1K ﹤0.01%
11
-1
550
$1K ﹤0.01%
9
-1
20 21
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23 24