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
$11.7B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$467M
2
+$443M
3
+$408M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$246M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$126M

Top Sells

1
+$12.2M
2
+$8.47M
3
+$3.85M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.11M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.47M

Sector Composition

1 Financials 0.01%
2 Technology 0%
3 Healthcare 0%
4 Energy 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$65K ﹤0.01%
+588
127
$64K ﹤0.01%
1,061
+27
128
$63K ﹤0.01%
+2,241
129
$63K ﹤0.01%
+1,113
130
$63K ﹤0.01%
3,561
+1,899
131
$61K ﹤0.01%
+1,205
132
$58K ﹤0.01%
+172
133
$58K ﹤0.01%
+2,391
134
$54K ﹤0.01%
318
-83
135
$53K ﹤0.01%
+1,223
136
$52K ﹤0.01%
+1,812
137
$51K ﹤0.01%
+1,037
138
$49K ﹤0.01%
+400
139
$48K ﹤0.01%
+2,121
140
$46K ﹤0.01%
+235
141
$44K ﹤0.01%
780
+600
142
$41K ﹤0.01%
+392
143
$41K ﹤0.01%
+813
144
$41K ﹤0.01%
+2,038
145
$39K ﹤0.01%
+700
146
$39K ﹤0.01%
+1,035
147
$39K ﹤0.01%
2,147
+1,464
148
$38K ﹤0.01%
+3,610
149
$38K ﹤0.01%
+756
150
$38K ﹤0.01%
+1,054
4 5
6
7 8