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
$7.47B
AUM Growth
+$685M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$808M
3
+$262M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$187M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$139M

Top Sells

1
+$582M
2
+$341M
3
+$332M
4
MBB icon
iShares MBS ETF
MBB
+$315M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$273M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.03%
18,957
-42,791
52
$1.61M 0.02%
19,071
-120,721
53
$1.58M 0.02%
11,603
+2,669
54
$1.54M 0.02%
19,698
-3,196
55
$1.53M 0.02%
18,171
-18,427
56
$1.52M 0.02%
52,023
-26,675
57
$1.25M 0.02%
23,180
-4,063,460
58
$1.12M 0.02%
9,009
+7,318
59
$1.01M 0.01%
14,412
-8,880
60
$689K 0.01%
5,786
-7,795
61
$268K ﹤0.01%
9,160
+1,458
62
$205K ﹤0.01%
1,659
-14,855
63
$201K ﹤0.01%
2,706
-946
64
$201K ﹤0.01%
2,570
-1,852
65
$192K ﹤0.01%
2,975
+2,934
66
$155K ﹤0.01%
3,096
+2,405
67
$136K ﹤0.01%
1,555
-6,301
68
$134K ﹤0.01%
2,553
-8,847
69
$107K ﹤0.01%
2,962
-2,590
70
$79K ﹤0.01%
1,333
-1,153
71
$59K ﹤0.01%
1,234
-900
72
$45K ﹤0.01%
2,390
-955
73
$34K ﹤0.01%
1,223
-354
74
$30K ﹤0.01%
565
-459
75
$28K ﹤0.01%
526
-1,742
1 2
3
4 5