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
251
$45K ﹤0.01%
+794
252
$45K ﹤0.01%
513
-263
253
$44K ﹤0.01%
1,838
-2,416
254
$43K ﹤0.01%
+2,303
255
$43K ﹤0.01%
+845
256
$43K ﹤0.01%
841
-92
257
$42K ﹤0.01%
+1,278
258
$41K ﹤0.01%
1,413
+1,296
259
$40K ﹤0.01%
5,090
-603
260
$40K ﹤0.01%
+253
261
$40K ﹤0.01%
2,114
-99
262
$39K ﹤0.01%
539
+432
263
$39K ﹤0.01%
1,863
-1,274
264
$38K ﹤0.01%
+394
265
$38K ﹤0.01%
845
+294
266
$37K ﹤0.01%
465
+292
267
$37K ﹤0.01%
1,012
+286
268
$36K ﹤0.01%
221
+27
269
$36K ﹤0.01%
312
-17
270
$35K ﹤0.01%
+384
271
$35K ﹤0.01%
368
-67
272
$34K ﹤0.01%
833
+617
273
$34K ﹤0.01%
615
+410
274
$34K ﹤0.01%
296
+243
275
$33K ﹤0.01%
817
-64
9 10
11
12 13