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
$9.19B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$67.8M
3
+$51.2M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$31.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.8M

Top Sells

1
+$13.6M
2
+$3.28M
3
+$2.54M
4
MBB icon
iShares MBS ETF
MBB
+$1.58M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.42M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$485K 0.01%
5,886
+1,476
77
$391K ﹤0.01%
6,410
+6,027
78
$387K ﹤0.01%
5,020
+4,922
79
$366K ﹤0.01%
5,934
+5,798
80
$304K ﹤0.01%
10,783
+618
81
$229K ﹤0.01%
2,958
+84
82
$213K ﹤0.01%
2,515
+664
83
$208K ﹤0.01%
5,807
+5,744
84
$199K ﹤0.01%
+5,190
85
$196K ﹤0.01%
1,626
-60
86
$172K ﹤0.01%
6,180
+2,610
87
$169K ﹤0.01%
7,685
+4,865
88
$166K ﹤0.01%
2,860
+2,756
89
$166K ﹤0.01%
+4,893
90
$163K ﹤0.01%
5,366
-258
91
$145K ﹤0.01%
1,918
+1,825
92
$86K ﹤0.01%
1,333
93
$85K ﹤0.01%
+322
94
$85K ﹤0.01%
2,318
+109
95
$70K ﹤0.01%
1,354
+886
96
$68K ﹤0.01%
+257
97
$65K ﹤0.01%
1,034
+502
98
$64K ﹤0.01%
+401
99
$54K ﹤0.01%
1,078
+918
100
$47K ﹤0.01%
1,037
2 3
4
5 6