TAIM
TD Ameritrade Investment Management Portfolio holdings
AUM
$9.4B
1-Year Return
7.2%
This Quarter Return
+2.32%
1 Year Return
+7.2%
3 Year Return
+13.51%
5 Year Return
+19.68%
10 Year Return
+53.59%
AUM
$12.3B
AUM Growth
+$389M
(+3.3%)
Cap. Flow
+$117M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
60.99%
Holding
700
New
110
Increased
329
Reduced
171
Closed
41
Top Buys
Top Sells
| 1 |
SNLN
Highland/iBoxx Senior Loan ETF
SNLN
|
$98M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$34.5M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$19.4M |
| 4 |
Vanguard Total Bond Market
BND
|
$16.3M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$13.3M |
Sector Composition
| 1 | Financials | 0.08% |
| 2 | Healthcare | 0.06% |
| 3 | Technology | 0.05% |
| 4 | Energy | 0.04% |
| 5 | Consumer Staples | 0.04% |
