TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
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
+$63.3M
2
+$14.6M
3
+$11.2M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$10.6M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$9.47M

Top Sells

1
+$105M
2
+$97.1M
3
+$78.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$59.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$48.8M

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
576
$1K ﹤0.01%
60
+52
577
$1K ﹤0.01%
16
+11
578
$1K ﹤0.01%
13
-630
579
$1K ﹤0.01%
+48
580
$1K ﹤0.01%
19
-111
581
$1K ﹤0.01%
38
582
$1K ﹤0.01%
20
-24
583
$1K ﹤0.01%
16
-81
584
$1K ﹤0.01%
+32
585
$1K ﹤0.01%
21
586
$1K ﹤0.01%
+58
587
$1K ﹤0.01%
+69
588
$1K ﹤0.01%
17
-6,346
589
$1K ﹤0.01%
+48
590
$1K ﹤0.01%
38
-197
591
$1K ﹤0.01%
15
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592
$1K ﹤0.01%
35
-51
593
$1K ﹤0.01%
+43
594
$1K ﹤0.01%
11
595
$1K ﹤0.01%
14
-73
596
$1K ﹤0.01%
7
-11
597
$1K ﹤0.01%
9
-67
598
$1K ﹤0.01%
10
599
$1K ﹤0.01%
23
-117
600
$1K ﹤0.01%
23
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25 26