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
-$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$57M
3
+$36.6M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$21.5M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$20.6M

Top Sells

1
+$211M
2
+$83.1M
3
+$80.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$57.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$41.2M

Sector Composition

1 Healthcare 0.08%
2 Financials 0.08%
3 Technology 0.06%
4 Consumer Staples 0.05%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K ﹤0.01%
+409
352
$22K ﹤0.01%
116
-80
353
$22K ﹤0.01%
1,577
-210
354
$21K ﹤0.01%
63
-34
355
$21K ﹤0.01%
4,431
+1,186
356
$20K ﹤0.01%
1,260
-1,560
357
$20K ﹤0.01%
190
-36
358
$20K ﹤0.01%
394
-66
359
$20K ﹤0.01%
81
-16
360
$19K ﹤0.01%
501
+148
361
$19K ﹤0.01%
145
-54
362
$19K ﹤0.01%
144
-25
363
$19K ﹤0.01%
191
-137
364
$18K ﹤0.01%
94
-25
365
$18K ﹤0.01%
+179
366
$18K ﹤0.01%
3,561
+1,468
367
$17K ﹤0.01%
474
-1,206
368
$17K ﹤0.01%
1,001
-147
369
$17K ﹤0.01%
538
-80
370
$17K ﹤0.01%
207
-233
371
$17K ﹤0.01%
525
-283
372
$16K ﹤0.01%
+5,313
373
$16K ﹤0.01%
+183
374
$16K ﹤0.01%
317
-792
375
$16K ﹤0.01%
+338
13 14
15
16 17