We are live on ! Find out more
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
$12.2B
AUM Growth
-$1.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$130M
3
+$58.8M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$57.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$57.1M

Top Sells

1
+$275M
2
+$69.9M
3
+$57.7M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$37.9M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$37M

Sector Composition

1 Financials 0.08%
2 Healthcare 0.08%
3 Technology 0.06%
4 Industrials 0.06%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
4
-1,763
627
$1K ﹤0.01%
+50
628
$1K ﹤0.01%
23
-13
629
$1K ﹤0.01%
40
-48
630
$1K ﹤0.01%
+25
631
$1K ﹤0.01%
10
-23
632
$1K ﹤0.01%
6
-4
633
$1K ﹤0.01%
+49
634
– –
-17
635
– –
-198
636
$0 ﹤0.01%
+1
637
– –
-202
638
– –
-51
639
– –
-46
640
– –
-254
641
– –
-11
642
– –
-32
643
– –
-3,317
644
– –
-9
645
– –
-66
646
– –
-196
647
$0 ﹤0.01%
+1
648
– –
-80
649
– –
-129
650
– –
-939
24 25
26
27 28