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
$4.11B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$23.3M
3
+$20.1M
4
VTV icon
Vanguard Value ETF
VTV
+$15.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$14.5M

Top Sells

1
+$20.6M
2
+$14M
3
+$13.1M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$503K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$436K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.04%
13,624
-484
52
$1.68M 0.04%
16,790
-946
53
$1.65M 0.04%
17,988
-18
54
$1.62M 0.04%
13,320
+1,150
55
$1.44M 0.04%
15,720
+928
56
$1.21M 0.03%
51,115
-192
57
$906K 0.02%
16,894
+106
58
$445K 0.01%
14,583
-197
59
$312K 0.01%
5,929
+112
60
$268K 0.01%
3,129
-105
61
$259K 0.01%
6,900
-27
62
$253K 0.01%
8,320
-71
63
$73K ﹤0.01%
1,388
+104
64
$71K ﹤0.01%
1,688
+110
65
$68K ﹤0.01%
1,664
66
$56K ﹤0.01%
2,276
-20
67
$54K ﹤0.01%
904
68
$35K ﹤0.01%
530
69
$34K ﹤0.01%
424
+136
70
$26K ﹤0.01%
914
+140
71
$23K ﹤0.01%
1,505
72
$18K ﹤0.01%
755
73
$13K ﹤0.01%
620
74
$12K ﹤0.01%
242
75
$8K ﹤0.01%
502
+337
1 2
3
4