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
$7.47B
AUM Growth
+$685M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$808M
3
+$262M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$187M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$139M

Top Sells

1
+$582M
2
+$341M
3
+$332M
4
MBB icon
iShares MBS ETF
MBB
+$315M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$273M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-900
102
$0 ﹤0.01%
6
+2
103
– –
-440
104
– –
-350
105
– –
-4,065
106
– –
-22
1 2 3 4
5