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
101
$2.27M 0.02%
77,133
+398
102
$2.19M 0.02%
12,049
+59
103
$2.14M 0.02%
57,810
+7,460
104
$2.02M 0.02%
79,947
+12,471
105
$1.79M 0.02%
35,932
-15,028
106
$1.75M 0.02%
35,816
-5,073
107
$1.68M 0.01%
37,783
-860
108
$1.49M 0.01%
12,374
-735
109
$1.46M 0.01%
7,871
-2,261
110
$1.4M 0.01%
47,356
-4,549
111
$1.38M 0.01%
28,300
-8,770
112
$1.32M 0.01%
21,737
-3,901
113
$1.3M 0.01%
9,000
-2,650
114
$1.3M 0.01%
7,303
-2,409
115
$1.22M 0.01%
10,819
-3,216
116
$1.18M 0.01%
44,879
+391
117
$1.16M 0.01%
7,075
-1,125
118
$1.13M 0.01%
28,737
-7,012
119
$1.11M 0.01%
11,977
-3,145
120
$1.06M 0.01%
24,309
-1,522
121
$1.06M 0.01%
4,117
-1,394
122
$980K 0.01%
12,722
-3,856
123
$939K 0.01%
14,959
-4,467
124
$933K 0.01%
6,090
-2,775
125
$922K 0.01%
44,011
-11,878
3 4
5
6 7