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
$13.2B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19M
3
+$15.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$15.7M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.2M

Top Sells

1
+$25.6M
2
+$25.5M
3
+$16.7M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.5M

Sector Composition

1 Financials 0.12%
2 Healthcare 0.08%
3 Technology 0.06%
4 Consumer Staples 0.05%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
24
577
$2K ﹤0.01%
89
-21
578
$2K ﹤0.01%
21
+19
579
$2K ﹤0.01%
16
580
$2K ﹤0.01%
21
+18
581
$2K ﹤0.01%
21
+19
582
$2K ﹤0.01%
29
+3
583
$2K ﹤0.01%
50
584
$2K ﹤0.01%
28
-6
585
$2K ﹤0.01%
79
-19
586
$2K ﹤0.01%
48
+41
587
$2K ﹤0.01%
90
-22
588
$2K ﹤0.01%
112
+99
589
$2K ﹤0.01%
36
-279
590
$2K ﹤0.01%
49
-74
591
$2K ﹤0.01%
38
-10
592
$2K ﹤0.01%
+51
593
$1K ﹤0.01%
+32
594
$1K ﹤0.01%
4
+3
595
$1K ﹤0.01%
12
-78
596
$1K ﹤0.01%
27
+23
597
$1K ﹤0.01%
25
-76
598
$1K ﹤0.01%
14
599
$1K ﹤0.01%
45
-8
600
$1K ﹤0.01%
6
-2
22 23
24
25 26