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
$2.68B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$385M
2
+$309M
3
+$304M
4
MBB icon
iShares MBS ETF
MBB
+$220M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$199M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K ﹤0.01%
+725
102
$8K ﹤0.01%
+306
103
$7K ﹤0.01%
+169
104
$6K ﹤0.01%
+172
105
$6K ﹤0.01%
+220
106
$6K ﹤0.01%
+66
107
$5K ﹤0.01%
+52
108
$5K ﹤0.01%
+254
109
$3K ﹤0.01%
+168
110
$3K ﹤0.01%
+34
111
$3K ﹤0.01%
+35
112
$2K ﹤0.01%
+60
113
$1K ﹤0.01%
+16
114
$1K ﹤0.01%
+36
115
$0 ﹤0.01%
+8
116
$0 ﹤0.01%
+26
1 2 3 4
5