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
$4.84B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$23.9M
3
+$18.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$16.4M
5
VTV icon
Vanguard Value ETF
VTV
+$13.8M

Top Sells

1
+$30.5M
2
+$20.1M
3
+$14.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.4M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$8.97M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.03%
15,818
-1,874
52
$1.54M 0.03%
11,476
-686
53
$1.47M 0.03%
14,896
-492
54
$1.46M 0.03%
18,150
-636
55
$1.2M 0.02%
52,371
-585
56
$892K 0.02%
16,490
-160
57
$465K 0.01%
8,813
-23
58
$251K 0.01%
8,631
-596
59
$224K ﹤0.01%
3,351
+685
60
$176K ﹤0.01%
4,485
-9
61
$176K ﹤0.01%
2,094
-26
62
$122K ﹤0.01%
4,048
-4,964
63
$107K ﹤0.01%
2,042
+44
64
$101K ﹤0.01%
1,732
-8
65
$84K ﹤0.01%
1,698
-114
66
$78K ﹤0.01%
2,840
+268
67
$74K ﹤0.01%
1,936
68
$61K ﹤0.01%
769
-2
69
$58K ﹤0.01%
2,412
-8
70
$42K ﹤0.01%
793
71
$23K ﹤0.01%
560
72
$15K ﹤0.01%
620
73
$10K ﹤0.01%
222
-38
74
$10K ﹤0.01%
183
75
$6K ﹤0.01%
235
1 2
3
4