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
$11.3B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$13.7M
3
+$10.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$9.79M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$8.81M

Top Sells

1
+$101M
2
+$88.5M
3
+$77.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$56.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$44.8M

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%
20
-24
577
$1K ﹤0.01%
16
-81
578
$1K ﹤0.01%
+32
579
$1K ﹤0.01%
21
580
$1K ﹤0.01%
+58
581
$1K ﹤0.01%
+69
582
$1K ﹤0.01%
17
-6,346
583
$1K ﹤0.01%
+48
584
$1K ﹤0.01%
38
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585
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15
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586
$1K ﹤0.01%
35
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587
$1K ﹤0.01%
4
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588
$1K ﹤0.01%
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589
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25
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$1K ﹤0.01%
+43
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11
592
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7
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594
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9
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$1K ﹤0.01%
10
596
$1K ﹤0.01%
8
-45
597
$1K ﹤0.01%
23
-117
598
$1K ﹤0.01%
23
599
$1K ﹤0.01%
236
-104
600
$1K ﹤0.01%
+44
22 23
24
25 26