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
351
$28K ﹤0.01%
61
-42
352
$27K ﹤0.01%
853
-488
353
$27K ﹤0.01%
431
-300
354
$27K ﹤0.01%
578
-366
355
$27K ﹤0.01%
364
-227
356
$27K ﹤0.01%
378
-7,205
357
$26K ﹤0.01%
1,121
+64
358
$26K ﹤0.01%
227
-36
359
$26K ﹤0.01%
151
-73
360
$26K ﹤0.01%
813
-479
361
$26K ﹤0.01%
503
-332
362
$26K ﹤0.01%
346
-230
363
$25K ﹤0.01%
333
-203
364
$25K ﹤0.01%
103
-13
365
$25K ﹤0.01%
463
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366
$25K ﹤0.01%
648
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367
$25K ﹤0.01%
1,740
-7,204
368
$24K ﹤0.01%
85
-94
369
$24K ﹤0.01%
297
-183
370
$24K ﹤0.01%
141
-37
371
$23K ﹤0.01%
63
-33
372
$23K ﹤0.01%
732
-544
373
$23K ﹤0.01%
125
-86
374
$22K ﹤0.01%
85
-75
375
$22K ﹤0.01%
376
+141
13 14
15
16 17