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
$13.1B
AUM Growth
+$911M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$16.8M
3
+$13.6M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$10M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.93M

Top Sells

1
+$70.1M
2
+$50.5M
3
+$29.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$22.2M
5
VO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$177K ﹤0.01%
4,730
+84
227
$176K ﹤0.01%
1,456
+30
228
$176K ﹤0.01%
827
+434
229
$174K ﹤0.01%
3,792
-591
230
$170K ﹤0.01%
757
+27
231
$169K ﹤0.01%
2,032
+61
232
$164K ﹤0.01%
2,438
-701
233
$155K ﹤0.01%
736
+8
234
$155K ﹤0.01%
3,520
-208
235
$154K ﹤0.01%
2,641
-4,952
236
$150K ﹤0.01%
6,899
+2,457
237
$149K ﹤0.01%
396
-7
238
$149K ﹤0.01%
1,145
-24
239
$147K ﹤0.01%
3,617
+549
240
$145K ﹤0.01%
954
+21
241
$142K ﹤0.01%
8,810
+1,949
242
$140K ﹤0.01%
540
+22
243
$139K ﹤0.01%
2,652
-261
244
$139K ﹤0.01%
9,823
+9,624
245
$135K ﹤0.01%
2,889
-138
246
$133K ﹤0.01%
3,181
+332
247
$132K ﹤0.01%
1,432
-430
248
$131K ﹤0.01%
453
+4
249
$129K ﹤0.01%
1,473
-5,726
250
$125K ﹤0.01%
1,141
-84
8 9
10
11 12