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
$5.37B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$103M
3
+$79.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$73.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$65.7M

Top Sells

1
+$76.8M
2
+$68.1M
3
+$50.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45.8M
5
BND icon
Vanguard Total Bond Market
BND
+$38.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.03%
23,820
+7,802
52
$1.37M 0.03%
11,051
-2,893
53
$1.31M 0.02%
13,099
-2,889
54
$1.27M 0.02%
8,640
-2,361
55
$358K 0.01%
6,653
-1,933
56
$270K 0.01%
3,784
-498
57
$200K ﹤0.01%
6,504
-1,053
58
$194K ﹤0.01%
2,166
+106
59
$186K ﹤0.01%
4,524
+645
60
$152K ﹤0.01%
2,370
+424
61
$132K ﹤0.01%
2,490
+494
62
$131K ﹤0.01%
4,445
+376
63
$128K ﹤0.01%
4,343
+1,468
64
$92K ﹤0.01%
1,698
-682,556
65
$89K ﹤0.01%
2,152
+216
66
$88K ﹤0.01%
1,086
+317
67
$57K ﹤0.01%
1,360
+612
68
$44K ﹤0.01%
1,740
-304
69
$39K ﹤0.01%
722
-160
70
$38K ﹤0.01%
1,328
-838,686
71
$25K ﹤0.01%
3,840
+640
72
$24K ﹤0.01%
482
+342
73
$20K ﹤0.01%
820
+200
74
$16K ﹤0.01%
870
+591
75
$9K ﹤0.01%
144
-28
1 2
3
4