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
$7.47B
AUM Growth
+$685M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$808M
3
+$262M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$187M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$139M

Top Sells

1
+$582M
2
+$341M
3
+$332M
4
MBB icon
iShares MBS ETF
MBB
+$315M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$273M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K ﹤0.01%
422
-384
77
$21K ﹤0.01%
2,688
-8,464
78
$18K ﹤0.01%
+513
79
$16K ﹤0.01%
568
-1,016
80
$14K ﹤0.01%
855
-3,615
81
$13K ﹤0.01%
226
-352
82
$12K ﹤0.01%
617
+42
83
$6K ﹤0.01%
81
-95
84
$6K ﹤0.01%
104
-20
85
$4K ﹤0.01%
84
+32
86
$4K ﹤0.01%
78
-39
87
$4K ﹤0.01%
80
+73
88
$4K ﹤0.01%
136
-402
89
$4K ﹤0.01%
86
90
$3K ﹤0.01%
62
-87
91
$2K ﹤0.01%
80
-115
92
$1K ﹤0.01%
50
-539
93
$1K ﹤0.01%
+15
94
$1K ﹤0.01%
12
95
– –
-22
96
– –
-160
97
– –
-406
98
– –
-3,492
99
– –
-78
100
– –
-123
1 2 3
4
5