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
126
$378K ﹤0.01%
8,207
+3,809
127
$353K ﹤0.01%
5,480
+5,249
128
$352K ﹤0.01%
5,975
+2,707
129
$352K ﹤0.01%
2,547
+1,093
130
$346K ﹤0.01%
20,738
+9,151
131
$343K ﹤0.01%
4,575
+1,969
132
$338K ﹤0.01%
4,925
+2,070
133
$332K ﹤0.01%
8,092
+4,067
134
$329K ﹤0.01%
13,356
+4,666
135
$329K ﹤0.01%
2,841
+1,244
136
$324K ﹤0.01%
11,630
+9,533
137
$320K ﹤0.01%
3,849
+1,425
138
$313K ﹤0.01%
12,077
+5,164
139
$288K ﹤0.01%
11,627
+4,814
140
$287K ﹤0.01%
6,291
+2,679
141
$284K ﹤0.01%
5,942
+2,365
142
$268K ﹤0.01%
9,054
+8,120
143
$254K ﹤0.01%
1,429
+627
144
$252K ﹤0.01%
8,886
+3,451
145
$245K ﹤0.01%
1,930
+817
146
$245K ﹤0.01%
4,313
+1,814
147
$245K ﹤0.01%
3,693
+1,644
148
$239K ﹤0.01%
4,978
+2,356
149
$233K ﹤0.01%
2,569
+1,128
150
$233K ﹤0.01%
6,895
+3,094
4 5
6
7 8