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
551
$1K ﹤0.01%
+13
552
$1K ﹤0.01%
+40
553
$1K ﹤0.01%
105
+26
554
$1K ﹤0.01%
+90
555
$1K ﹤0.01%
+24
556
$1K ﹤0.01%
+17
557
$1K ﹤0.01%
6
-8
558
$1K ﹤0.01%
+77
559
$1K ﹤0.01%
+44
560
$1K ﹤0.01%
18
+6
561
$1K ﹤0.01%
19
+13
562
$1K ﹤0.01%
+77
563
$1K ﹤0.01%
+48
564
$1K ﹤0.01%
60
+39
565
$1K ﹤0.01%
+96
566
$1K ﹤0.01%
+99
567
$1K ﹤0.01%
4
+1
568
$1K ﹤0.01%
+9
569
– –
-3,610
570
$0 ﹤0.01%
9
571
– –
-975
572
– –
-14
573
– –
-478
574
– –
-650
575
$0 ﹤0.01%
1
-10
21 22
23
24 25