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
151
$228K ﹤0.01%
2,109
+890
152
$228K ﹤0.01%
3,298
+132
153
$223K ﹤0.01%
2,422
+1,045
154
$222K ﹤0.01%
8,407
-2,787
155
$214K ﹤0.01%
5,554
+1,522
156
$213K ﹤0.01%
5,573
+3,250
157
$207K ﹤0.01%
3,128
+3,109
158
$207K ﹤0.01%
4,536
+1,515
159
$192K ﹤0.01%
+7,538
160
$191K ﹤0.01%
3,673
+1,609
161
$188K ﹤0.01%
3,009
+2,029
162
$188K ﹤0.01%
1,545
+31
163
$185K ﹤0.01%
2,614
+1,105
164
$172K ﹤0.01%
13,027
+5,115
165
$171K ﹤0.01%
2,170
+921
166
$165K ﹤0.01%
6,552
+3,250
167
$162K ﹤0.01%
1,210
+541
168
$160K ﹤0.01%
11,041
+3,480
169
$158K ﹤0.01%
2,100
+620
170
$158K ﹤0.01%
2,952
+1,262
171
$158K ﹤0.01%
2,994
+1,204
172
$148K ﹤0.01%
3,375
+1,439
173
$145K ﹤0.01%
2,220
+1,817
174
$141K ﹤0.01%
2,779
+1,191
175
$136K ﹤0.01%
3,452
-6,280
5 6
7
8 9