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
301
$71K ﹤0.01%
1,014
-159
302
$70K ﹤0.01%
432
-11
303
$69K ﹤0.01%
97
+34
304
$68K ﹤0.01%
1,326
-90
305
$67K ﹤0.01%
4,596
+33
306
$66K ﹤0.01%
482
-24
307
$66K ﹤0.01%
324
-142
308
$65K ﹤0.01%
1,784
+306
309
$65K ﹤0.01%
654
-36
310
$65K ﹤0.01%
963
-22
311
$64K ﹤0.01%
245
+19
312
$63K ﹤0.01%
481
+60
313
$63K ﹤0.01%
3,140
+30
314
$62K ﹤0.01%
1,510
-10,731
315
$61K ﹤0.01%
6,499
-1,002
316
$60K ﹤0.01%
411
-23
317
$59K ﹤0.01%
918
-36
318
$59K ﹤0.01%
3,215
+486
319
$57K ﹤0.01%
748
+108
320
$57K ﹤0.01%
371
+2
321
$56K ﹤0.01%
+600
322
$56K ﹤0.01%
1,314
+995
323
$56K ﹤0.01%
378
+35
324
$54K ﹤0.01%
559
+92
325
$53K ﹤0.01%
3,262
+223
11 12
13
14 15