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
Consumers Staples Select Sector SPDR Fund
XLP
+$5.93M

Top Sells

1
+$70.1M
2
+$50.5M
3
+$29.4M
4
XLF icon
Financial Select Sector SPDR Fund
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
276
$93K ﹤0.01%
1,720
-70
277
$92K ﹤0.01%
1,681
+106
278
$91K ﹤0.01%
1,131
-54
279
$90K ﹤0.01%
340
-15
280
$90K ﹤0.01%
1,077
-17
281
$90K ﹤0.01%
3,345
+1,776
282
$87K ﹤0.01%
418
+143
283
$86K ﹤0.01%
653
-12
284
$86K ﹤0.01%
738
+4
285
$84K ﹤0.01%
1,267
-110
286
$83K ﹤0.01%
877
+74
287
$83K ﹤0.01%
1,129
-24
288
$82K ﹤0.01%
464
-108
289
$81K ﹤0.01%
520
+95
290
$81K ﹤0.01%
1,123
-59
291
$80K ﹤0.01%
1,596
-996
292
$79K ﹤0.01%
1,402
293
$79K ﹤0.01%
170
-19
294
$78K ﹤0.01%
4,703
+1,036
295
$77K ﹤0.01%
1,602
-102
296
$77K ﹤0.01%
995
+184
297
$74K ﹤0.01%
736
-33
298
$74K ﹤0.01%
1,825
-120
299
$73K ﹤0.01%
506
+29
300
$72K ﹤0.01%
310
-13
10 11
12
13 14