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
451
$7K ﹤0.01%
79
-1
452
$7K ﹤0.01%
146
+21
453
$7K ﹤0.01%
30
+19
454
$7K ﹤0.01%
126
-11,962
455
$6K ﹤0.01%
74
-20
456
$6K ﹤0.01%
51
+1
457
$6K ﹤0.01%
31
-61
458
$6K ﹤0.01%
147
-12
459
$6K ﹤0.01%
+164
460
$6K ﹤0.01%
+159
461
$6K ﹤0.01%
29
-6
462
$6K ﹤0.01%
201
-2
463
$6K ﹤0.01%
+139
464
$6K ﹤0.01%
236
-25
465
$6K ﹤0.01%
372
+287
466
$6K ﹤0.01%
1,108
-858
467
$6K ﹤0.01%
15
-20
468
$5K ﹤0.01%
22
-423
469
$5K ﹤0.01%
81
-2
470
$5K ﹤0.01%
+182
471
$5K ﹤0.01%
101
472
$5K ﹤0.01%
+60
473
$5K ﹤0.01%
+105
474
$5K ﹤0.01%
304
-43
475
$5K ﹤0.01%
+146
17 18
19
20 21