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
176
$25K ﹤0.01%
+1,152
177
$25K ﹤0.01%
+1,585
178
$24K ﹤0.01%
854
179
$24K ﹤0.01%
+478
180
$24K ﹤0.01%
+169
181
$22K ﹤0.01%
+1,673
182
$22K ﹤0.01%
+301
183
$22K ﹤0.01%
+281
184
$21K ﹤0.01%
+649
185
$20K ﹤0.01%
+151
186
$20K ﹤0.01%
+312
187
$20K ﹤0.01%
+1,066
188
$20K ﹤0.01%
+291
189
$19K ﹤0.01%
+340
190
$19K ﹤0.01%
+776
191
$19K ﹤0.01%
+1,692
192
$19K ﹤0.01%
+367
193
$19K ﹤0.01%
+217
194
$19K ﹤0.01%
+435
195
$19K ﹤0.01%
+171
196
$19K ﹤0.01%
+407
197
$18K ﹤0.01%
+129
198
$18K ﹤0.01%
+650
199
$18K ﹤0.01%
+292
200
$18K ﹤0.01%
+614
6 7
8
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