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
$3.58B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$30.1M
3
+$27.7M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$23.5M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$18.9M

Top Sells

1
+$11.6M
2
+$2.97M
3
+$636K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$380K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$350K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K ﹤0.01%
725
102
$14K ﹤0.01%
132
-50
103
$14K ﹤0.01%
+126
104
$13K ﹤0.01%
388
+85
105
$12K ﹤0.01%
+450
106
$12K ﹤0.01%
352
107
$12K ﹤0.01%
370
108
$12K ﹤0.01%
103
-168
109
$10K ﹤0.01%
+93
110
$8K ﹤0.01%
257
+236
111
$6K ﹤0.01%
178
112
$6K ﹤0.01%
53
-11
113
$6K ﹤0.01%
134
+51
114
$4K ﹤0.01%
168
115
$4K ﹤0.01%
+193
116
$4K ﹤0.01%
258
-106
117
$3K ﹤0.01%
+117
118
$3K ﹤0.01%
78
119
$3K ﹤0.01%
34
120
$2K ﹤0.01%
60
121
$2K ﹤0.01%
112
122
$1K ﹤0.01%
10
-29,740
123
– –
-424
124
– –
-116
1 2 3 4
5