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
126
$259K ﹤0.01%
7,305
+6,656
127
$256K ﹤0.01%
8,690
+6,449
128
$250K ﹤0.01%
3,268
+2,837
129
$248K ﹤0.01%
2,855
+2,554
130
$248K ﹤0.01%
2,424
+1,836
131
$244K ﹤0.01%
11,587
+10,291
132
$241K ﹤0.01%
3,809
+3,400
133
$237K ﹤0.01%
1,454
+1,285
134
$231K ﹤0.01%
4,398
+4,098
135
$223K ﹤0.01%
3,267
+59
136
$215K ﹤0.01%
+6,813
137
$196K ﹤0.01%
6,913
+6,299
138
$191K ﹤0.01%
4,032
+2,558
139
$191K ﹤0.01%
3,801
+3,394
140
$188K ﹤0.01%
4,025
+3,757
141
$180K ﹤0.01%
3,577
+3,210
142
$180K ﹤0.01%
2,622
+2,310
143
$180K ﹤0.01%
1,514
-334
144
$171K ﹤0.01%
1,597
+1,380
145
$170K ﹤0.01%
3,612
+3,217
146
$170K ﹤0.01%
1,113
+984
147
$169K ﹤0.01%
2,499
+2,207
148
$165K ﹤0.01%
1,473
+1,302
149
$163K ﹤0.01%
3,660
+1,665
150
$160K ﹤0.01%
1,441
+1,284
4 5
6
7 8