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
$11.3B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$13.7M
3
+$10.3M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$9.79M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$8.81M

Top Sells

1
+$101M
2
+$88.5M
3
+$77.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$56.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$44.8M

Sector Composition

1 Healthcare 0.09%
2 Financials 0.09%
3 Technology 0.07%
4 Industrials 0.05%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.87M 0.09%
124,930
-23,544
77
$9.4M 0.08%
153,290
+3,764
78
$7.45M 0.07%
133,913
-37,234
79
$6.24M 0.06%
28,543
-4,339
80
$5.46M 0.05%
52,530
+1,691
81
$5.46M 0.05%
111,118
+11,277
82
$5.34M 0.05%
75,697
-13,687
83
$5.06M 0.05%
221,626
-146,390
84
$4.76M 0.04%
20,197
+108
85
$4.61M 0.04%
142,507
-33,530
86
$4.52M 0.04%
11,984
+358
87
$4.08M 0.04%
12,496
+302
88
$3.8M 0.03%
222,202
+173,499
89
$3.47M 0.03%
32,909
-1,726
90
$3.4M 0.03%
33,271
-353
91
$3.17M 0.03%
44,133
+7,159
92
$3.08M 0.03%
97,706
+933
93
$2.97M 0.03%
18,531
+16,468
94
$2.91M 0.03%
26,423
-1,739
95
$2.86M 0.03%
37,041
+3,010
96
$2.77M 0.02%
59,255
+17,285
97
$2.61M 0.02%
127,818
+43,296
98
$2.4M 0.02%
16,001
-1,499
99
$2.34M 0.02%
23,532
-6,237
100
$2.28M 0.02%
22,450
-1,554
2 3
4
5 6