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
176
$132K ﹤0.01%
+22,505
177
$131K ﹤0.01%
3,186
+3,177
178
$130K ﹤0.01%
2,630
+994
179
$129K ﹤0.01%
+2,778
180
$118K ﹤0.01%
6,057
+2,738
181
$116K ﹤0.01%
2,232
+1,251
182
$116K ﹤0.01%
1,016
-327
183
$106K ﹤0.01%
1,900
+1,143
184
$101K ﹤0.01%
313
-16
185
$100K ﹤0.01%
1,894
+1,843
186
$98K ﹤0.01%
3,868
+71
187
$98K ﹤0.01%
1,989
-56
188
$97K ﹤0.01%
3,027
+1,416
189
$94K ﹤0.01%
7,046
+4,580
190
$94K ﹤0.01%
2,093
-9,742
191
$92K ﹤0.01%
4,254
-184
192
$91K ﹤0.01%
2,616
-1,044
193
$90K ﹤0.01%
1,438
+682
194
$89K ﹤0.01%
364
+207
195
$88K ﹤0.01%
454
+79
196
$85K ﹤0.01%
1,502
+410
197
$82K ﹤0.01%
1,906
+1,264
198
$81K ﹤0.01%
990
+521
199
$80K ﹤0.01%
1,540
+400
200
$78K ﹤0.01%
+695
6 7
8
9 10