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
551
$1K ﹤0.01%
15
552
$1K ﹤0.01%
6
-571
553
$1K ﹤0.01%
3
-1
554
$1K ﹤0.01%
21
555
$1K ﹤0.01%
+59
556
$1K ﹤0.01%
34
-9
557
$1K ﹤0.01%
43
558
$1K ﹤0.01%
4
+3
559
$1K ﹤0.01%
60
560
$1K ﹤0.01%
7
561
$1K ﹤0.01%
13
+4
562
$1K ﹤0.01%
10
563
$1K ﹤0.01%
34
-46
564
$1K ﹤0.01%
52
565
$1K ﹤0.01%
23
566
$1K ﹤0.01%
23
567
$1K ﹤0.01%
22
568
$1K ﹤0.01%
97
-28
569
$1K ﹤0.01%
27
-24
570
$1K ﹤0.01%
19
571
$1K ﹤0.01%
78
-27
572
$1K ﹤0.01%
38
573
$1K ﹤0.01%
19
+10
574
$1K ﹤0.01%
20
575
$1K ﹤0.01%
65
-18
21 22
23
24 25