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
$2.95B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$12.7M
3 +$12.4M
4
VTV icon
Vanguard Value ETF
VTV
+$12M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.04M 0.07%
17,820
+667
52
$1.87M 0.06%
20,756
+687
53
$1.65M 0.06%
13,204
+617
54
$1.54M 0.05%
12,678
+507
55
$1.46M 0.05%
18,669
+2,453
56
$1.4M 0.05%
15,285
+205
57
$1.28M 0.04%
53,956
+2,007
58
$1.27M 0.04%
18,505
+4,723
59
$1.26M 0.04%
22,029
+6,201
60
$1.25M 0.04%
55,649
+1,297
61
$1.13M 0.04%
29,400
+2,788
62
$886K 0.03%
17,338
+134
63
$387K 0.01%
14,281
64
$315K 0.01%
12,175
+4,279
65
$279K 0.01%
18,348
+3,658
66
$234K 0.01%
6,783
+120
67
$206K 0.01%
4,002
-361
68
$132K ﹤0.01%
1,332
+78
69
$125K ﹤0.01%
1,500
-644
70
$118K ﹤0.01%
3,204
+338
71
$116K ﹤0.01%
1,814
+299
72
$107K ﹤0.01%
3,068
+1,508
73
$101K ﹤0.01%
5,870
+2,398
74
$90K ﹤0.01%
2,269
-244
75
$84K ﹤0.01%
1,055
+76