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
$4.36B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$30.4M
3
+$28.1M
4
VTV icon
Vanguard Value ETF
VTV
+$19.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$17.7M

Top Sells

1
+$12.8M
2
+$10.8M
3
+$9.49M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$8.97M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$7.41M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.04%
13,754
+130
52
$1.8M 0.04%
16,985
+195
53
$1.61M 0.04%
13,151
-169
54
$1.6M 0.04%
17,867
-121
55
$1.53M 0.04%
16,028
+308
56
$1.35M 0.03%
52,130
+1,015
57
$988K 0.02%
16,752
-142
58
$341K 0.01%
10,764
-3,819
59
$293K 0.01%
5,526
-403
60
$275K 0.01%
6,951
+51
61
$267K 0.01%
3,099
-30
62
$264K 0.01%
8,427
+107
63
$79K ﹤0.01%
1,626
-62
64
$74K ﹤0.01%
1,398
+10
65
$71K ﹤0.01%
1,664
66
$58K ﹤0.01%
904
67
$57K ﹤0.01%
2,248
-28
68
$36K ﹤0.01%
530
69
$35K ﹤0.01%
440
+16
70
$26K ﹤0.01%
916
+2
71
$24K ﹤0.01%
1,505
72
$18K ﹤0.01%
755
73
$13K ﹤0.01%
242
74
$8K ﹤0.01%
132
75
$5K ﹤0.01%
141
1 2
3
4