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
$11.9B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M
2
+$40.4M
3
+$32.8M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$31.4M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$25.4M

Top Sells

1
+$34.9M
2
+$33.9M
3
+$19.3M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$15.2M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$11.7M

Sector Composition

1 Financials 0.06%
2 Healthcare 0.05%
3 Technology 0.04%
4 Energy 0.03%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61K ﹤0.01%
1,181
+107
227
$61K ﹤0.01%
786
-19
228
$58K ﹤0.01%
802
+694
229
$58K ﹤0.01%
217
+129
230
$58K ﹤0.01%
2,422
-1,446
231
$57K ﹤0.01%
1,880
+1,620
232
$57K ﹤0.01%
847
-591
233
$57K ﹤0.01%
361
-66
234
$57K ﹤0.01%
507
+200
235
$57K ﹤0.01%
3,099
-770
236
$56K ﹤0.01%
2,332
-1,063
237
$56K ﹤0.01%
2,737
+43
238
$55K ﹤0.01%
+2,115
239
$52K ﹤0.01%
1,171
+707
240
$51K ﹤0.01%
1,195
-5
241
$50K ﹤0.01%
+761
242
$49K ﹤0.01%
517
-253
243
$49K ﹤0.01%
1,184
-153
244
$48K ﹤0.01%
655
+218
245
$48K ﹤0.01%
1,566
+715
246
$48K ﹤0.01%
552
+140
247
$48K ﹤0.01%
555
+43
248
$47K ﹤0.01%
164
-200
249
$47K ﹤0.01%
1,195
-106
250
$46K ﹤0.01%
+322
8 9
10
11 12