TAIM
TD Ameritrade Investment Management Portfolio holdings
AUM
$9.4B
1-Year Return
7.2%
This Quarter Return
-14.37%
1 Year Return
+7.2%
3 Year Return
+13.51%
5 Year Return
+19.68%
10 Year Return
+53.59%
AUM
$10.8B
AUM Growth
-$2.37B
(-18%)
Cap. Flow
-$379M
Cap. Flow
% of AUM
-3.51%
Top 10 Holdings %
Top 10 Hldgs %
62.41%
Holding
666
New
55
Increased
273
Reduced
288
Closed
44
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$211M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$83.1M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$80.4M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$57.8M |
| 5 |
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% |
