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
326
$36K ﹤0.01%
1,704
-155
327
$36K ﹤0.01%
379
+5
328
$36K ﹤0.01%
232
-155
329
$36K ﹤0.01%
340
+31
330
$35K ﹤0.01%
753
-1,046
331
$35K ﹤0.01%
143
-89
332
$34K ﹤0.01%
123
-54
333
$34K ﹤0.01%
1,276
-291
334
$34K ﹤0.01%
1,079
-69
335
$33K ﹤0.01%
378
-214
336
$33K ﹤0.01%
479
-140
337
$32K ﹤0.01%
67
-100
338
$32K ﹤0.01%
3,230
-2,158
339
$32K ﹤0.01%
629
-224
340
$31K ﹤0.01%
296
-187
341
$30K ﹤0.01%
1,450
-825
342
$30K ﹤0.01%
1,059
-664
343
$30K ﹤0.01%
601
+81
344
$30K ﹤0.01%
305
-189
345
$30K ﹤0.01%
294
-77
346
$30K ﹤0.01%
477
-34
347
$29K ﹤0.01%
829
-520
348
$29K ﹤0.01%
995
-78
349
$29K ﹤0.01%
517
-30
350
$28K ﹤0.01%
612
-648
12 13
14
15 16