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
576
$1K ﹤0.01%
+78
577
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24
-10
578
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15
-6
579
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73
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33
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583
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26
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584
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440
-298
585
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+31
586
$1K ﹤0.01%
+13
587
$1K ﹤0.01%
106
+17
588
$1K ﹤0.01%
15
-6
589
$1K ﹤0.01%
+24
590
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7
+1
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$1K ﹤0.01%
296
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592
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59
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593
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17
-4
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$1K ﹤0.01%
15
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595
$1K ﹤0.01%
+3
596
$1K ﹤0.01%
33
-17
597
$1K ﹤0.01%
+105
598
$1K ﹤0.01%
31
+3
599
$1K ﹤0.01%
28
-6
600
$1K ﹤0.01%
41
-7
22 23
24
25 26