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
$2.68B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$385M
2
+$309M
3
+$304M
4
MBB icon
iShares MBS ETF
MBB
+$220M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$199M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58K ﹤0.01%
+2,479
77
$57K ﹤0.01%
+3,472
78
$51K ﹤0.01%
+1,560
79
$42K ﹤0.01%
+1,200
80
$41K ﹤0.01%
+1,980
81
$32K ﹤0.01%
+201
82
$31K ﹤0.01%
+547
83
$29K ﹤0.01%
+582
84
$28K ﹤0.01%
+2,450
85
$26K ﹤0.01%
+123
86
$25K ﹤0.01%
+482
87
$25K ﹤0.01%
+572
88
$23K ﹤0.01%
+481
89
$22K ﹤0.01%
+550
90
$21K ﹤0.01%
+574
91
$20K ﹤0.01%
+599
92
$19K ﹤0.01%
+200
93
$17K ﹤0.01%
+621
94
$15K ﹤0.01%
+640
95
$14K ﹤0.01%
+283
96
$14K ﹤0.01%
+484
97
$14K ﹤0.01%
+191
98
$13K ﹤0.01%
+296
99
$12K ﹤0.01%
+287
100
$12K ﹤0.01%
+266
1 2 3
4
5