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
251
$125K ﹤0.01%
887
-293
252
$123K ﹤0.01%
4,664
+8
253
$122K ﹤0.01%
1,908
-288
254
$122K ﹤0.01%
1,638
+87
255
$121K ﹤0.01%
662
+15
256
$121K ﹤0.01%
564
+12
257
$121K ﹤0.01%
1,037
-123
258
$110K ﹤0.01%
684
+41
259
$109K ﹤0.01%
2,534
-338
260
$106K ﹤0.01%
1,711
-433
261
$106K ﹤0.01%
1,646
-602
262
$106K ﹤0.01%
979
+37
263
$105K ﹤0.01%
395
+35
264
$104K ﹤0.01%
534
-17
265
$104K ﹤0.01%
157
-40
266
$104K ﹤0.01%
2,719
-246
267
$104K ﹤0.01%
664
-77
268
$100K ﹤0.01%
902
+764
269
$99K ﹤0.01%
958
-33
270
$99K ﹤0.01%
6,062
+452
271
$98K ﹤0.01%
417
-27
272
$98K ﹤0.01%
595
-45
273
$98K ﹤0.01%
580
-100
274
$96K ﹤0.01%
1,635
+332
275
$96K ﹤0.01%
3,183
-655
9 10
11
12 13