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
$11.3B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$13.7M
3
+$10.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$9.79M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$8.81M

Top Sells

1
+$101M
2
+$88.5M
3
+$77.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$56.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$44.8M

Sector Composition

1 Healthcare 0.09%
2 Financials 0.09%
3 Technology 0.07%
4 Industrials 0.05%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$69K ﹤0.01%
323
-297
277
$68K ﹤0.01%
217
-131
278
$68K ﹤0.01%
3,629
-2,710
279
$67K ﹤0.01%
439
-462
280
$65K ﹤0.01%
134
-135
281
$65K ﹤0.01%
225
-169
282
$64K ﹤0.01%
190
-63
283
$63K ﹤0.01%
978
-550
284
$62K ﹤0.01%
508
-313
285
$58K ﹤0.01%
267
-59
286
$56K ﹤0.01%
200
-137
287
$56K ﹤0.01%
950
-148
288
$56K ﹤0.01%
977
-621
289
$55K ﹤0.01%
431
-228
290
$55K ﹤0.01%
604
-93
291
$54K ﹤0.01%
25
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292
$54K ﹤0.01%
604
-473
293
$53K ﹤0.01%
395
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294
$52K ﹤0.01%
1,812
-1,252
295
$52K ﹤0.01%
122
-28
296
$51K ﹤0.01%
1,119
-888
297
$50K ﹤0.01%
678
+24
298
$50K ﹤0.01%
1,431
-150
299
$49K ﹤0.01%
175
-41
300
$49K ﹤0.01%
1,508
-818
10 11
12
13 14