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
326
$14K ﹤0.01%
283
-130
327
$14K ﹤0.01%
+199
328
$13K ﹤0.01%
604
-2,120
329
$13K ﹤0.01%
3,015
+593
330
$12K ﹤0.01%
352
-6
331
$12K ﹤0.01%
408
+364
332
$12K ﹤0.01%
445
+73
333
$11K ﹤0.01%
75
-77
334
$11K ﹤0.01%
233
-445
335
$11K ﹤0.01%
270
+45
336
$11K ﹤0.01%
1,620
+270
337
$11K ﹤0.01%
88
338
$11K ﹤0.01%
237
-56
339
$11K ﹤0.01%
204
+9
340
$10K ﹤0.01%
54
+8
341
$10K ﹤0.01%
610
+155
342
$10K ﹤0.01%
+52
343
$10K ﹤0.01%
264
-16
344
$10K ﹤0.01%
216
-1,690
345
$10K ﹤0.01%
1,448
+242
346
$10K ﹤0.01%
369
347
$10K ﹤0.01%
80
+47
348
$10K ﹤0.01%
56
-12
349
$10K ﹤0.01%
182
+6
350
$10K ﹤0.01%
532
12 13
14
15 16