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
426
$11K ﹤0.01%
36
-3
427
$11K ﹤0.01%
52
428
$11K ﹤0.01%
150
-6
429
$11K ﹤0.01%
106
-101
430
$11K ﹤0.01%
77
-3
431
$10K ﹤0.01%
91
-10
432
$10K ﹤0.01%
2,956
-342
433
$10K ﹤0.01%
120
-172
434
$10K ﹤0.01%
744
+74
435
$10K ﹤0.01%
549
-599
436
$9K ﹤0.01%
57
-6
437
$9K ﹤0.01%
1,930
-672
438
$9K ﹤0.01%
274
-57
439
$9K ﹤0.01%
941
-609
440
$9K ﹤0.01%
250
-182
441
$9K ﹤0.01%
495
+265
442
$8K ﹤0.01%
49
+22
443
$8K ﹤0.01%
93
+2
444
$8K ﹤0.01%
59
-32
445
$8K ﹤0.01%
13
+2
446
$8K ﹤0.01%
96
-150
447
$8K ﹤0.01%
42
448
$7K ﹤0.01%
77
-5
449
$7K ﹤0.01%
1,249
-917
450
$7K ﹤0.01%
132
16 17
18
19 20