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
451
$8K ﹤0.01%
272
-47
452
$7K ﹤0.01%
46
-25
453
$7K ﹤0.01%
136
+14
454
$7K ﹤0.01%
272
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455
$7K ﹤0.01%
151
+27
456
$7K ﹤0.01%
154
-13,873
457
$7K ﹤0.01%
67
+8
458
$7K ﹤0.01%
534
-2,930
459
$7K ﹤0.01%
115
-21
460
$7K ﹤0.01%
154
+34
461
$7K ﹤0.01%
72
+16
462
$7K ﹤0.01%
195
+43
463
$7K ﹤0.01%
536
+424
464
$7K ﹤0.01%
69
-25
465
$6K ﹤0.01%
122
-20
466
$6K ﹤0.01%
7
-42
467
$6K ﹤0.01%
562
+79
468
$6K ﹤0.01%
314
+2
469
$6K ﹤0.01%
477
-82
470
$6K ﹤0.01%
81
+11
471
$6K ﹤0.01%
110
+6
472
$6K ﹤0.01%
107
+23
473
$6K ﹤0.01%
21
+17
474
$6K ﹤0.01%
78
-21
475
$6K ﹤0.01%
110
-15
17 18
19
20 21