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
526
$2K ﹤0.01%
23
+11
527
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+11
528
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15
-47
529
$2K ﹤0.01%
36
-19
530
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+43
531
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64
+32
532
$2K ﹤0.01%
155
+75
533
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+13
534
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43
-46
535
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+15
536
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14
-4
537
$2K ﹤0.01%
4
+2
538
$2K ﹤0.01%
84
+38
539
$2K ﹤0.01%
17
-25
540
$2K ﹤0.01%
37
541
$2K ﹤0.01%
+44
542
$2K ﹤0.01%
44
+20
543
$2K ﹤0.01%
11
-285
544
$2K ﹤0.01%
56
-1
545
$2K ﹤0.01%
105
-12
546
$2K ﹤0.01%
58
+7
547
$2K ﹤0.01%
+118
548
$2K ﹤0.01%
23
549
$2K ﹤0.01%
76
+33
550
$2K ﹤0.01%
360
+21
20 21
22
23 24