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
$10.8B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Sells

1 +$164M
2 +$87.3M
3 +$85.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$69.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$64.1M

Sector Composition

1 Financials 0.05%
2 Healthcare 0.04%
3 Technology 0.03%
4 Energy 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$0 ﹤0.01%
10
602
-109
603
-5
604
-170
605
-114
606
-158
607
$0 ﹤0.01%
22
-58
608
-37
609
$0 ﹤0.01%
2
610
-58
611
-27
612
-200
613
-20
614
-90
615
$0 ﹤0.01%
5
-97
616
-92
617
-1,080
618
-1
619
$0 ﹤0.01%
3
620
-9
621
$0 ﹤0.01%
3
622
-100
623
-22
624
-225
625
-2