TAIM
TD Ameritrade Investment Management Portfolio holdings
AUM
$9.4B
1-Year Return
7.2%
This Quarter Return
+4.34%
1 Year Return
+7.2%
3 Year Return
+13.51%
5 Year Return
+19.68%
10 Year Return
+53.59%
AUM
$14.1B
AUM Growth
+$944M
(+7.2%)
Cap. Flow
-$31.6M
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
63%
Holding
693
New
59
Increased
283
Reduced
273
Closed
63
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$87.4M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$47M |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$39.3M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$38.9M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$37.8M |
Sector Composition
| 1 | Financials | 0.1% |
| 2 | Healthcare | 0.08% |
| 3 | Technology | 0.08% |
| 4 | Industrials | 0.06% |
| 5 | Consumer Staples | 0.04% |
