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
$10.8B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$72M
3
+$38.2M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$37.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$26M

Top Sells

1
+$166M
2
+$80.7M
3
+$79.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$64.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$60.7M

Sector Composition

1 Financials 0.05%
2 Healthcare 0.04%
3 Technology 0.03%
4 Energy 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.4M 0.19%
159,468
+39,365
52
$19.3M 0.18%
258,519
+57,896
53
$13.7M 0.13%
123,774
+42,213
54
$13.4M 0.12%
236,460
+74,096
55
$12.6M 0.12%
577,514
+398,726
56
$12.6M 0.12%
164,627
+44,558
57
$11M 0.1%
504,785
+501,685
58
$10.9M 0.1%
406,164
+214,534
59
$10.6M 0.1%
307,840
-16,027
60
$9.4M 0.09%
187,748
-10,296
61
$9.14M 0.08%
36,559
-13,803
62
$9.03M 0.08%
59,958
+4,174
63
$8.73M 0.08%
147,920
+63,307
64
$8.4M 0.08%
171,033
+95,683
65
$7.8M 0.07%
287,143
+135,901
66
$7M 0.06%
215,511
+107,641
67
$6.81M 0.06%
202,480
+7,624
68
$6.69M 0.06%
137,716
-11,530
69
$6.58M 0.06%
134,016
+48,372
70
$5.64M 0.05%
124,672
-46,063
71
$5.45M 0.05%
41,659
+31,518
72
$5.43M 0.05%
92,180
+68,026
73
$5.08M 0.05%
61,648
-3,195
74
$3.75M 0.03%
54,275
+349
75
$3.66M 0.03%
21,948
+14,437
1 2
3
4 5