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
$12.3B
AUM Growth
+$528M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$147M
3
+$68M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$59.7M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$52M

Top Sells

1
+$199M
2
+$107M
3
+$96M
4
IXP icon
iShares Global Comm Services ETF
IXP
+$62.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$53.9M

Sector Composition

1 Financials 0.03%
2 Technology 0.02%
3 Healthcare 0.02%
4 Energy 0.02%
5 Industrials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.58M 0.02%
23,320
+6,151
77
$2.48M 0.02%
24,576
+6,120
78
$2.33M 0.02%
37,558
-19,185
79
$2.14M 0.02%
73,562
-8,662
80
$1.75M 0.01%
24,154
+23,926
81
$1.73M 0.01%
53,380
+3,959
82
$1.72M 0.01%
50,789
+49,865
83
$1.59M 0.01%
29,570
-1,890
84
$1.58M 0.01%
10,141
+1,821
85
$1.54M 0.01%
10,985
-57
86
$1.53M 0.01%
+23,899
87
$1.52M 0.01%
7,511
-281
88
$1.35M 0.01%
31,216
+29,121
89
$1.33M 0.01%
10,331
-111
90
$1.31M 0.01%
26,755
+20,136
91
$1.29M 0.01%
15,438
+1,856
92
$1.24M 0.01%
14,178
+904
93
$1.17M 0.01%
16,810
+4
94
$1.16M 0.01%
6,438
-725
95
$752K 0.01%
+11,354
96
$752K 0.01%
7,154
+3,028
97
$750K 0.01%
11,635
+6,412
98
$667K 0.01%
4,278
+2,998
99
$573K ﹤0.01%
11,835
+665
100
$569K ﹤0.01%
20,522
+17,995
2 3
4
5 6