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
101
$816K 0.01%
15,567
+8,736
102
$801K 0.01%
19,342
+7,170
103
$779K 0.01%
25,077
+10,842
104
$769K 0.01%
17,743
+7,192
105
$753K 0.01%
9,652
-4,526
106
$744K 0.01%
13,239
+5,346
107
$714K 0.01%
7,317
+3,465
108
$654K 0.01%
6,007
+1,590
109
$637K 0.01%
9,336
+2,955
110
$627K 0.01%
20,449
+10,199
111
$625K 0.01%
4,735
+4,524
112
$621K 0.01%
6,116
+2,416
113
$621K 0.01%
22,315
+1,793
114
$576K 0.01%
4,463
+1,677
115
$537K 0.01%
4,400
+122
116
$530K ﹤0.01%
12,238
+5,136
117
$523K ﹤0.01%
7,168
+2,497
118
$499K ﹤0.01%
10,630
+4,381
119
$480K ﹤0.01%
5,208
+1,713
120
$458K ﹤0.01%
7,022
+3,213
121
$456K ﹤0.01%
3,898
+1,656
122
$454K ﹤0.01%
13,339
+6,034
123
$436K ﹤0.01%
11,615
+3,804
124
$398K ﹤0.01%
6,640
+2,599
125
$384K ﹤0.01%
4,633
-134
3 4
5
6 7