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
$12.3B
AUM Growth
+$528M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$147M
3
+$68M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$59.7M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$52M

Top Sells

1
+$199M
2
+$107M
3
+$96M
4
IXP icon
iShares Global Comm Services ETF
IXP
+$62.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$53.9M

Sector Composition

1 Financials 0.03%
2 Technology 0.02%
3 Healthcare 0.02%
4 Energy 0.02%
5 Industrials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.2M 0.12%
200,623
+25,273
52
$14.6M 0.12%
50,362
-26,817
53
$13M 0.11%
111,129
+44,285
54
$12.2M 0.1%
198,044
+159
55
$12M 0.1%
323,867
-3,578
56
$11M 0.09%
162,364
+115,546
57
$10.8M 0.09%
120,069
+84,358
58
$10.4M 0.09%
55,784
+1,992
59
$10.3M 0.08%
81,561
-1,276
60
$8.87M 0.07%
170,735
+147,685
61
$8.27M 0.07%
149,246
+113,408
62
$7.79M 0.06%
194,856
+149,432
63
$7.71M 0.06%
95,795
+9,383
64
$6.89M 0.06%
64,843
-660
65
$5.22M 0.04%
191,630
+151,604
66
$5.05M 0.04%
84,613
+4,397
67
$4.71M 0.04%
151,242
+139,871
68
$4.55M 0.04%
178,788
+143,271
69
$4.32M 0.04%
53,926
+45,724
70
$4.25M 0.03%
75,350
-16,423
71
$4.2M 0.03%
85,644
+83,809
72
$4.13M 0.03%
107,870
+103,872
73
$3.61M 0.03%
+82,620
74
$3.19M 0.03%
31,518
-3,699
75
$3.13M 0.03%
24,400
-10,257
1 2
3
4 5