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
$5.37B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$103M
3
+$79.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$73.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$65.7M

Top Sells

1
+$76.8M
2
+$68.1M
3
+$50.3M
4
VTV icon
Vanguard Value ETF
VTV
+$45.8M
5
BND icon
Vanguard Total Bond Market
BND
+$38.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7K ﹤0.01%
+456
77
$7K ﹤0.01%
+246
78
$5K ﹤0.01%
123
-264,233
79
$5K ﹤0.01%
195
-40
80
$5K ﹤0.01%
117
+42
81
$4K ﹤0.01%
50
+1
82
$4K ﹤0.01%
82
-708
83
$3K ﹤0.01%
63
-12
84
$3K ﹤0.01%
64
-44
85
$2K ﹤0.01%
78
+24
86
– –
-80
87
– –
-2,288
88
– –
-518
89
– –
-395
1 2 3
4