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
101
$549K ﹤0.01%
9,732
+7,912
102
$543K ﹤0.01%
6,381
+5,370
103
$540K ﹤0.01%
4,417
+3,747
104
$513K ﹤0.01%
10,551
+9,328
105
$509K ﹤0.01%
12,172
+9,305
106
$446K ﹤0.01%
14,235
+12,423
107
$435K ﹤0.01%
3,852
+2,955
108
$431K ﹤0.01%
7,449
-1,081,208
109
$423K ﹤0.01%
3,700
+2,781
110
$421K ﹤0.01%
7,893
+6,688
111
$398K ﹤0.01%
4,767
+1,870
112
$385K ﹤0.01%
2,786
+2,386
113
$384K ﹤0.01%
6,831
+3,771
114
$345K ﹤0.01%
7,102
+6,289
115
$342K ﹤0.01%
+10,250
116
$335K ﹤0.01%
9,275
+336
117
$331K ﹤0.01%
3,495
+2,786
118
$316K ﹤0.01%
4,671
+3,257
119
$305K ﹤0.01%
2,242
+1,986
120
$302K ﹤0.01%
11,194
+1,674
121
$296K ﹤0.01%
6,249
+5,493
122
$296K ﹤0.01%
2,606
+1,991
123
$290K ﹤0.01%
7,811
+5,804
124
$287K ﹤0.01%
4,041
+3,612
125
$265K ﹤0.01%
3,166
+60
3 4
5
6 7