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
$10.8B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$72M
3
+$38.2M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$37.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$26M

Top Sells

1
+$166M
2
+$80.7M
3
+$79.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$64.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$60.7M

Sector Composition

1 Financials 0.05%
2 Healthcare 0.04%
3 Technology 0.03%
4 Energy 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.64M 0.03%
48,841
-813,612
77
$3.56M 0.03%
67,652
+30,094
78
$3.53M 0.03%
79,579
+50,009
79
$3.07M 0.03%
53,308
+41,673
80
$3.05M 0.03%
51,436
+34,626
81
$2.98M 0.03%
28,651
-2,867
82
$2.78M 0.03%
51,712
+48,445
83
$2.71M 0.03%
20,690
+9,705
84
$2.6M 0.02%
23,574
+254
85
$2.59M 0.02%
73,816
+23,027
86
$2.53M 0.02%
23,604
-796
87
$2.31M 0.02%
42,117
+18,218
88
$2.31M 0.02%
28,684
+4,108
89
$2.18M 0.02%
13,558
+7,120
90
$2.07M 0.02%
69,546
-4,016
91
$1.99M 0.02%
25,858
+18,704
92
$1.47M 0.01%
11,030
+699
93
$1.46M 0.01%
33,810
+2,594
94
$1.39M 0.01%
24,225
+12,871
95
$1.37M 0.01%
51,785
-1,595
96
$1.35M 0.01%
27,511
+756
97
$1M 0.01%
18,626
+16,941
98
$998K 0.01%
24,863
-57,757
99
$988K 0.01%
14,984
-454
100
$859K 0.01%
28,824
+19,549
2 3
4
5 6