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
351
$10K ﹤0.01%
502
-2
352
$10K ﹤0.01%
+452
353
$10K ﹤0.01%
42
-74
354
$10K ﹤0.01%
96
-438
355
$9K ﹤0.01%
71
356
$9K ﹤0.01%
+108
357
$9K ﹤0.01%
98
358
$9K ﹤0.01%
187
359
$9K ﹤0.01%
813
+142
360
$9K ﹤0.01%
525
361
$9K ﹤0.01%
351
362
$9K ﹤0.01%
448
363
$9K ﹤0.01%
70
-142
364
$9K ﹤0.01%
840
+716
365
$9K ﹤0.01%
442
+280
366
$9K ﹤0.01%
300
-81
367
$9K ﹤0.01%
351
+210
368
$9K ﹤0.01%
287
-2,489
369
$9K ﹤0.01%
137
-192
370
$9K ﹤0.01%
175
+28
371
$9K ﹤0.01%
257
+199
372
$9K ﹤0.01%
187
373
$9K ﹤0.01%
140
+21
374
$9K ﹤0.01%
59
+7
375
$8K ﹤0.01%
168
-23
13 14
15
16 17