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
476
$6K ﹤0.01%
84
+27
477
$6K ﹤0.01%
239
+40
478
$6K ﹤0.01%
183
-563
479
$6K ﹤0.01%
251
+44
480
$6K ﹤0.01%
1,120
+5
481
$6K ﹤0.01%
73
+14
482
$5K ﹤0.01%
188
+27
483
$5K ﹤0.01%
+319
484
$5K ﹤0.01%
426
-74
485
$5K ﹤0.01%
196
+34
486
$5K ﹤0.01%
362
-58
487
$5K ﹤0.01%
572
+103
488
$5K ﹤0.01%
60
-190
489
$5K ﹤0.01%
95
-240
490
$5K ﹤0.01%
209
-33
491
$5K ﹤0.01%
148
-7
492
$4K ﹤0.01%
11
-2
493
$4K ﹤0.01%
23
+2
494
$4K ﹤0.01%
49
-14
495
$4K ﹤0.01%
173
-22
496
$4K ﹤0.01%
635
-51
497
$4K ﹤0.01%
+108
498
$4K ﹤0.01%
81
-71
499
$4K ﹤0.01%
64
-17
500
$4K ﹤0.01%
111
+24
18 19
20
21 22