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
201
$78K ﹤0.01%
1,096
-45
202
$76K ﹤0.01%
+3,395
203
$76K ﹤0.01%
1,512
+929
204
$75K ﹤0.01%
1,258
+905
205
$75K ﹤0.01%
+3,148
206
$70K ﹤0.01%
2,370
+1,354
207
$69K ﹤0.01%
614
+342
208
$69K ﹤0.01%
427
+240
209
$68K ﹤0.01%
7,920
-232
210
$67K ﹤0.01%
514
+92
211
$66K ﹤0.01%
3,869
+87
212
$65K ﹤0.01%
1,241
+111
213
$65K ﹤0.01%
1,097
+547
214
$65K ﹤0.01%
3,137
+329
215
$65K ﹤0.01%
3,945
-336
216
$65K ﹤0.01%
2,776
+1,846
217
$64K ﹤0.01%
770
+702
218
$64K ﹤0.01%
1,951
-198
219
$62K ﹤0.01%
3,013
-263
220
$62K ﹤0.01%
+2,827
221
$60K ﹤0.01%
2,188
+1,307
222
$60K ﹤0.01%
805
+21
223
$57K ﹤0.01%
768
+326
224
$56K ﹤0.01%
294
+142
225
$56K ﹤0.01%
2,724
+15
7 8
9
10 11