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
376
$22K ﹤0.01%
541
-742
377
$21K ﹤0.01%
166
-15
378
$21K ﹤0.01%
420
-329
379
$21K ﹤0.01%
2,744
+404
380
$20K ﹤0.01%
377
-4,524
381
$19K ﹤0.01%
65
+46
382
$19K ﹤0.01%
415
+7
383
$19K ﹤0.01%
65
-314
384
$19K ﹤0.01%
+259
385
$19K ﹤0.01%
250
-229
386
$19K ﹤0.01%
737
-251
387
$18K ﹤0.01%
206
-97
388
$18K ﹤0.01%
216
-177
389
$18K ﹤0.01%
464
+130
390
$18K ﹤0.01%
+88
391
$17K ﹤0.01%
412
-243
392
$16K ﹤0.01%
146
+5
393
$16K ﹤0.01%
327
+259
394
$16K ﹤0.01%
107
-15
395
$16K ﹤0.01%
147
-14
396
$16K ﹤0.01%
265
-204
397
$15K ﹤0.01%
195
-132
398
$15K ﹤0.01%
233
-136
399
$15K ﹤0.01%
235
-35
400
$15K ﹤0.01%
374
+330
14 15
16
17 18