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
151
$36K ﹤0.01%
+1,571
152
$35K ﹤0.01%
+845
153
$35K ﹤0.01%
+256
154
$34K ﹤0.01%
+1,100
155
$32K ﹤0.01%
+3,766
156
$32K ﹤0.01%
+924
157
$31K ﹤0.01%
+975
158
$31K ﹤0.01%
+1,791
159
$31K ﹤0.01%
+429
160
$30K ﹤0.01%
+431
161
$30K ﹤0.01%
+1,044
162
$30K ﹤0.01%
+540
163
$30K ﹤0.01%
+2,375
164
$30K ﹤0.01%
+1,200
165
$30K ﹤0.01%
+1,510
166
$29K ﹤0.01%
+529
167
$29K ﹤0.01%
+1,460
168
$29K ﹤0.01%
+363
169
$29K ﹤0.01%
+1,000
170
$28K ﹤0.01%
+151
171
$28K ﹤0.01%
+969
172
$27K ﹤0.01%
+1,296
173
$26K ﹤0.01%
+496
174
$26K ﹤0.01%
574
-10
175
$25K ﹤0.01%
+409
5 6
7
8 9