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
$14.3B
AUM Growth
+$2.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$317M
2
+$174M
3
+$93.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$51.9M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$48.3M

Top Sells

1
+$208M
2
+$126M
3
+$83.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$82M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$81.8M

Sector Composition

1 Financials 0.11%
2 Technology 0.1%
3 Healthcare 0.1%
4 Industrials 0.06%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
26
-1
552
$4K ﹤0.01%
168
-161
553
$4K ﹤0.01%
25
-4
554
$4K ﹤0.01%
58
555
$4K ﹤0.01%
248
+75
556
$3K ﹤0.01%
11
557
$3K ﹤0.01%
12
558
$3K ﹤0.01%
36
-705
559
$3K ﹤0.01%
+167
560
$3K ﹤0.01%
+50
561
$3K ﹤0.01%
27
-56
562
$3K ﹤0.01%
89
+49
563
$3K ﹤0.01%
217
-313
564
$3K ﹤0.01%
49
+18
565
$3K ﹤0.01%
+288
566
$3K ﹤0.01%
+18
567
$3K ﹤0.01%
51
568
$3K ﹤0.01%
36
-21
569
$3K ﹤0.01%
+12
570
$3K ﹤0.01%
96
+26
571
$3K ﹤0.01%
+9
572
$3K ﹤0.01%
66
-210
573
$3K ﹤0.01%
78
+1
574
$3K ﹤0.01%
60
575
$3K ﹤0.01%
179
-191
21 22
23
24 25