TAIM
TD Ameritrade Investment Management Portfolio holdings
AUM
$9.4B
1-Year Return
7.2%
This Quarter Return
-7.89%
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
-$1.42B
(-12%)
Cap. Flow
-$378M
Cap. Flow
% of AUM
-3.49%
Top 10 Holdings %
Top 10 Hldgs %
61.37%
Holding
636
New
55
Increased
380
Reduced
129
Closed
52
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$166M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$80.7M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$79.5M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$64.4M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$60.7M |
Sector Composition
| 1 | Financials | 0.05% |
| 2 | Healthcare | 0.04% |
| 3 | Technology | 0.03% |
| 4 | Energy | 0.03% |
| 5 | Industrials | 0.02% |
