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
151
$160K ﹤0.01%
3,021
+2,718
152
$159K ﹤0.01%
5,435
+4,466
153
$158K ﹤0.01%
1,219
+1,068
154
$153K ﹤0.01%
1,343
+951
155
$153K ﹤0.01%
2,049
+2,029
156
$148K ﹤0.01%
1,480
+660
157
$142K ﹤0.01%
2,571
+2,292
158
$136K ﹤0.01%
634
+612
159
$134K ﹤0.01%
802
+706
160
$131K ﹤0.01%
1,509
+1,348
161
$129K ﹤0.01%
+7,912
162
$128K ﹤0.01%
2,064
+1,535
163
$124K ﹤0.01%
1,790
+1,592
164
$123K ﹤0.01%
2,045
+932
165
$122K ﹤0.01%
329
+157
166
$120K ﹤0.01%
2,024
+1,840
167
$115K ﹤0.01%
1,377
+1,096
168
$114K ﹤0.01%
1,685
+209
169
$113K ﹤0.01%
4,438
+2,047
170
$109K ﹤0.01%
+3,302
171
$108K ﹤0.01%
2,323
+2,084
172
$106K ﹤0.01%
7,561
+5,888
173
$104K ﹤0.01%
1,636
+1,296
174
$100K ﹤0.01%
1,249
+1,095
175
$98K ﹤0.01%
669
+595
5 6
7
8 9