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
$14.3B
AUM Growth
+$2.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$317M
2
+$174M
3
+$93.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$51.9M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$48.3M

Top Sells

1
+$208M
2
+$126M
3
+$83.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$82M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$81.8M

Sector Composition

1 Financials 0.11%
2 Technology 0.1%
3 Healthcare 0.1%
4 Industrials 0.06%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$63K ﹤0.01%
280
-2,336
327
$60K ﹤0.01%
202
+69
328
$60K ﹤0.01%
1,233
+31
329
$59K ﹤0.01%
1,045
+745
330
$59K ﹤0.01%
+545
331
$58K ﹤0.01%
345
+179
332
$57K ﹤0.01%
+1,359
333
$57K ﹤0.01%
652
-1,596
334
$57K ﹤0.01%
+511
335
$56K ﹤0.01%
+1,828
336
$56K ﹤0.01%
199
+2
337
$56K ﹤0.01%
799
+480
338
$56K ﹤0.01%
+493
339
$56K ﹤0.01%
997
+839
340
$55K ﹤0.01%
936
+497
341
$55K ﹤0.01%
1,154
+121
342
$54K ﹤0.01%
+599
343
$52K ﹤0.01%
962
+420
344
$51K ﹤0.01%
2,115
+1,538
345
$51K ﹤0.01%
189
+39
346
$51K ﹤0.01%
706
-1,451
347
$51K ﹤0.01%
98
-12
348
$51K ﹤0.01%
815
+89
349
$50K ﹤0.01%
326
+74
350
$50K ﹤0.01%
1,356
+723
12 13
14
15 16