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
526
$3K ﹤0.01%
66
-38
527
$3K ﹤0.01%
129
-4
528
$3K ﹤0.01%
31
-15
529
$3K ﹤0.01%
69
+12
530
$3K ﹤0.01%
95
+14
531
$3K ﹤0.01%
34
+6
532
$3K ﹤0.01%
324
+49
533
$2K ﹤0.01%
24
-10
534
$2K ﹤0.01%
+163
535
$2K ﹤0.01%
+27
536
$2K ﹤0.01%
32
-13
537
$2K ﹤0.01%
248
+143
538
$2K ﹤0.01%
12
+2
539
$2K ﹤0.01%
+70
540
$2K ﹤0.01%
+38
541
$2K ﹤0.01%
27
-3
542
$2K ﹤0.01%
14
-19
543
$2K ﹤0.01%
260
+45
544
$2K ﹤0.01%
8
-2
545
$2K ﹤0.01%
267
-148
546
$2K ﹤0.01%
80
-736
547
$2K ﹤0.01%
138
+93
548
$2K ﹤0.01%
70
-2,040
549
$2K ﹤0.01%
186
+41
550
$2K ﹤0.01%
45
-218
20 21
22
23 24