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
426
$9K ﹤0.01%
116
-19
427
$9K ﹤0.01%
185
+39
428
$9K ﹤0.01%
149
+23
429
$9K ﹤0.01%
56
-18
430
$9K ﹤0.01%
263
+107
431
$9K ﹤0.01%
215
+13
432
$8K ﹤0.01%
+739
433
$8K ﹤0.01%
182
-98
434
$8K ﹤0.01%
88
+19
435
$8K ﹤0.01%
1,162
+55
436
$8K ﹤0.01%
+96
437
$8K ﹤0.01%
168
+136
438
$8K ﹤0.01%
51
-8
439
$8K ﹤0.01%
235
+46
440
$8K ﹤0.01%
113
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441
$8K ﹤0.01%
341
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442
$8K ﹤0.01%
328
+46
443
$8K ﹤0.01%
45
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444
$8K ﹤0.01%
105
-8
445
$8K ﹤0.01%
140
+44
446
$8K ﹤0.01%
509
-319
447
$8K ﹤0.01%
300
-48
448
$8K ﹤0.01%
123
+22
449
$8K ﹤0.01%
55
+2
450
$8K ﹤0.01%
254
-41
16 17
18
19 20