TAIM
TD Ameritrade Investment Management Portfolio holdings
AUM
$9.4B
This Quarter Return
+10.33%
1 Year Return
+7.2%
3 Year Return
+13.51%
5 Year Return
+19.68%
10 Year Return
+53.59%
AUM
$13.1B
AUM Growth
+$13.1B
(+7.4%)
Cap. Flow
-$224M
Cap. Flow
% of AUM
-1.7%
Top 10 Holdings %
Top 10 Hldgs %
62.75%
Holding
675
New
34
Increased
193
Reduced
310
Closed
41
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$53.3M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$37.8M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$20.2M |
| 4 |
Vanguard Total Bond Market
BND
|
$16.8M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
$13.6M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$70.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$50.5M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$29.4M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$22.2M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$19.1M |
Sector Composition
| 1 | Financials | 0.09% |
| 2 | Healthcare | 0.07% |
| 3 | Technology | 0.06% |
| 4 | Industrials | 0.05% |
| 5 | Consumer Staples | 0.04% |
