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
$9.19B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$67.8M
3
+$51.2M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$31.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.8M

Top Sells

1
+$13.6M
2
+$3.28M
3
+$2.54M
4
MBB icon
iShares MBS ETF
MBB
+$1.58M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.42M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.62M 0.05%
79,083
+70,199
52
$4.38M 0.05%
82,544
+82,423
53
$4.33M 0.05%
50,500
+10,860
54
$4.03M 0.04%
35,894
-180
55
$3.72M 0.04%
36,027
-100
56
$3.21M 0.03%
51,869
+49,846
57
$2.65M 0.03%
48,577
+47,607
58
$2.58M 0.03%
68,855
+68,585
59
$2.51M 0.03%
85,332
-714
60
$2.08M 0.02%
41,792
+40,556
61
$1.96M 0.02%
17,727
-175
62
$1.92M 0.02%
23,448
+4,104
63
$1.65M 0.02%
19,014
-130
64
$1.56M 0.02%
18,012
-74
65
$1.49M 0.02%
51,023
-668
66
$1.45M 0.02%
10,962
-280
67
$1.27M 0.01%
+9,362
68
$1.18M 0.01%
+6,883
69
$1.13M 0.01%
+7,358
70
$1.12M 0.01%
14,300
+13,828
71
$1.09M 0.01%
17,726
+7,256
72
$1.08M 0.01%
14,270
+172
73
$1.03M 0.01%
7,607
+909
74
$703K 0.01%
+10,122
75
$565K 0.01%
6,121
+5,244
1 2
3
4 5