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
501
$3K ﹤0.01%
18
502
$3K ﹤0.01%
58
503
$3K ﹤0.01%
51
-5
504
$3K ﹤0.01%
37
-7
505
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44
-123
506
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66
-13
507
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49
508
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9
+2
509
$3K ﹤0.01%
89
+1
510
$3K ﹤0.01%
18
511
$3K ﹤0.01%
22
-2
512
$3K ﹤0.01%
114
-10
513
$3K ﹤0.01%
100
-10
514
$3K ﹤0.01%
24
-2
515
$3K ﹤0.01%
84
516
$3K ﹤0.01%
31
+6
517
$3K ﹤0.01%
27
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518
$3K ﹤0.01%
25
-32
519
$3K ﹤0.01%
212
-7,916
520
$3K ﹤0.01%
60
521
$3K ﹤0.01%
217
-392
522
$3K ﹤0.01%
373
+46
523
$2K ﹤0.01%
37
-5
524
$2K ﹤0.01%
134
-7
525
$2K ﹤0.01%
35
-53
19 20
21
22 23