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
276
$33K ﹤0.01%
+517
277
$33K ﹤0.01%
669
+152
278
$33K ﹤0.01%
1,683
-1,330
279
$33K ﹤0.01%
+586
280
$32K ﹤0.01%
652
+445
281
$32K ﹤0.01%
797
-59
282
$31K ﹤0.01%
+1,316
283
$31K ﹤0.01%
556
-154
284
$30K ﹤0.01%
29
+13
285
$30K ﹤0.01%
+465
286
$30K ﹤0.01%
173
+156
287
$30K ﹤0.01%
1,784
-613
288
$30K ﹤0.01%
651
-281
289
$30K ﹤0.01%
1,623
+215
290
$29K ﹤0.01%
+1,194
291
$29K ﹤0.01%
+270
292
$28K ﹤0.01%
466
-187
293
$27K ﹤0.01%
1,013
+342
294
$27K ﹤0.01%
638
+144
295
$27K ﹤0.01%
1,912
-5,134
296
$26K ﹤0.01%
3,629
+88
297
$26K ﹤0.01%
818
-144
298
$25K ﹤0.01%
1,289
-304
299
$25K ﹤0.01%
582
-84
300
$25K ﹤0.01%
338
-28
10 11
12
13 14