TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
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
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Sells

1 +$164M
2 +$87.3M
3 +$85.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$69.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$64.1M

Sector Composition

1 Financials 0.05%
2 Healthcare 0.04%
3 Technology 0.03%
4 Energy 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K ﹤0.01%
103
+87
427
$6K ﹤0.01%
64
+53
428
$6K ﹤0.01%
109
+80
429
$6K ﹤0.01%
+90
430
$6K ﹤0.01%
42
-57
431
$6K ﹤0.01%
575
+485
432
$6K ﹤0.01%
157
+35
433
$6K ﹤0.01%
554
+263
434
$6K ﹤0.01%
46
+39
435
$6K ﹤0.01%
671
+579
436
$6K ﹤0.01%
39
+15
437
$6K ﹤0.01%
204
+12
438
$6K ﹤0.01%
503
+426
439
$5K ﹤0.01%
53
+33
440
$5K ﹤0.01%
35
-7
441
$5K ﹤0.01%
+47
442
$5K ﹤0.01%
237
+15
443
$5K ﹤0.01%
1,068
+909
444
$5K ﹤0.01%
68
+9
445
$5K ﹤0.01%
52
+38
446
$5K ﹤0.01%
198
447
$5K ﹤0.01%
318
+269
448
$5K ﹤0.01%
164
+100
449
$5K ﹤0.01%
23
+18
450
$5K ﹤0.01%
168
+132