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
326
$53K ﹤0.01%
+450
327
$53K ﹤0.01%
202
-67
328
$53K ﹤0.01%
825
-151
329
$52K ﹤0.01%
432
-17
330
$52K ﹤0.01%
1,223
+21
331
$52K ﹤0.01%
723
-729
332
$52K ﹤0.01%
541
-34
333
$51K ﹤0.01%
1,423
-56
334
$51K ﹤0.01%
1,392
-29
335
$50K ﹤0.01%
10,177
+587
336
$49K ﹤0.01%
313
+9
337
$49K ﹤0.01%
1,007
+366
338
$49K ﹤0.01%
3,066
-363
339
$48K ﹤0.01%
824
+239
340
$47K ﹤0.01%
1,327
-3,978
341
$47K ﹤0.01%
142
+12
342
$46K ﹤0.01%
252
343
$46K ﹤0.01%
113
+3
344
$45K ﹤0.01%
5,579
-1,900
345
$43K ﹤0.01%
121
-5
346
$42K ﹤0.01%
1,664
-74
347
$42K ﹤0.01%
1,388
+355
348
$41K ﹤0.01%
191
-188
349
$41K ﹤0.01%
905
+746
350
$41K ﹤0.01%
522
-24
12 13
14
15 16