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
176
$98K ﹤0.01%
3,797
+1,676
177
$97K ﹤0.01%
1,679
+1,512
178
$92K ﹤0.01%
1,690
+1,509
179
$91K ﹤0.01%
1,141
-114
180
$90K ﹤0.01%
1,588
+1,288
181
$88K ﹤0.01%
3,675
-2,600
182
$84K ﹤0.01%
3,276
+1,705
183
$84K ﹤0.01%
8,152
+904
184
$84K ﹤0.01%
+1,936
185
$80K ﹤0.01%
1,597
+752
186
$80K ﹤0.01%
2,149
-522
187
$80K ﹤0.01%
4,281
+720
188
$79K ﹤0.01%
+3,319
189
$79K ﹤0.01%
548
+447
190
$79K ﹤0.01%
2,097
-38
191
$78K ﹤0.01%
375
+224
192
$76K ﹤0.01%
+980
193
$75K ﹤0.01%
1,092
-241
194
$72K ﹤0.01%
3,100
-597
195
$72K ﹤0.01%
3,782
+1,744
196
$70K ﹤0.01%
981
+863
197
$69K ﹤0.01%
422
+187
198
$68K ﹤0.01%
1,140
+440
199
$68K ﹤0.01%
1,130
+69
200
$63K ﹤0.01%
2,808
+1,348
6 7
8
9 10