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
$3.58B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$30.1M
3
+$27.7M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$23.5M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$18.9M

Top Sells

1
+$11.6M
2
+$2.97M
3
+$636K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$380K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$350K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K ﹤0.01%
2,556
+632
77
$58K ﹤0.01%
964
78
$56K ﹤0.01%
2,784
79
$47K ﹤0.01%
925
+144
80
$35K ﹤0.01%
551
+4
81
$30K ﹤0.01%
+277
82
$26K ﹤0.01%
+497
83
$25K ﹤0.01%
687
-11
84
$25K ﹤0.01%
567
85
$24K ﹤0.01%
1,650
86
$24K ﹤0.01%
+324
87
$22K ﹤0.01%
398
+244
88
$22K ﹤0.01%
799
+130
89
$22K ﹤0.01%
260
+242
90
$21K ﹤0.01%
809
-244
91
$20K ﹤0.01%
251
-46
92
$19K ﹤0.01%
399
93
$18K ﹤0.01%
+97
94
$17K ﹤0.01%
685
95
$17K ﹤0.01%
152
+84
96
$16K ﹤0.01%
420
-448
97
$16K ﹤0.01%
+360
98
$16K ﹤0.01%
290
-6
99
$15K ﹤0.01%
305
-19
100
$15K ﹤0.01%
+266
1 2 3
4
5