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
201
$62K ﹤0.01%
2,709
+2,144
202
$59K ﹤0.01%
756
+601
203
$59K ﹤0.01%
980
+440
204
$57K ﹤0.01%
784
+551
205
$56K ﹤0.01%
684
+321
206
$54K ﹤0.01%
927
+431
207
$53K ﹤0.01%
296
-22
208
$51K ﹤0.01%
7,181
+3,415
209
$50K ﹤0.01%
1,611
+1,430
210
$48K ﹤0.01%
469
+385
211
$45K ﹤0.01%
2,466
+1,656
212
$45K ﹤0.01%
1,157
+834
213
$45K ﹤0.01%
922
+863
214
$44K ﹤0.01%
550
+491
215
$43K ﹤0.01%
913
+850
216
$43K ﹤0.01%
+2,992
217
$43K ﹤0.01%
559
+522
218
$43K ﹤0.01%
+757
219
$42K ﹤0.01%
1,979
+913
220
$41K ﹤0.01%
921
+870
221
$41K ﹤0.01%
1,754
+1,642
222
$40K ﹤0.01%
+875
223
$39K ﹤0.01%
+4,575
224
$39K ﹤0.01%
892
+835
225
$39K ﹤0.01%
1,016
+896
7 8
9
10 11