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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
576
– –
-18
577
– –
-23
578
– –
-76
579
– –
-160
580
– –
-128
581
– –
-425
582
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-20
583
$0 ﹤0.01%
2
-98
584
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-47
585
$0 ﹤0.01%
4
-100
586
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-25
587
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-27
588
– –
-585
589
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-60
590
– –
-28
591
$0 ﹤0.01%
1
592
– –
-2,992
593
$0 ﹤0.01%
30
594
– –
-296
595
$0 ﹤0.01%
10
596
– –
-109
597
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-5
598
– –
-170
599
– –
-114
600
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-158
22 23
24
25 26