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
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$58.6M
2
+$40.7M
3
+$36.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$28.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$15.2M

Top Sells

1
+$72.2M
2
+$50.2M
3
+$38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$30.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$28.8M

Sector Composition

1 Financials 0.08%
2 Healthcare 0.08%
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
351
$31K ﹤0.01%
802
-26
352
$30K ﹤0.01%
591
+117
353
$30K ﹤0.01%
+1,694
354
$30K ﹤0.01%
459
+65
355
$30K ﹤0.01%
1,573
-4
356
$29K ﹤0.01%
222
+43
357
$28K ﹤0.01%
184
+1
358
$28K ﹤0.01%
923
+385
359
$28K ﹤0.01%
877
-253
360
$28K ﹤0.01%
508
361
$27K ﹤0.01%
1,745
+1,183
362
$27K ﹤0.01%
187
-3
363
$26K ﹤0.01%
1,347
-279
364
$26K ﹤0.01%
355
+13
365
$26K ﹤0.01%
+555
366
$26K ﹤0.01%
1,720
-15
367
$26K ﹤0.01%
842
-353,408
368
$24K ﹤0.01%
385
+217
369
$24K ﹤0.01%
4,263
-168
370
$21K ﹤0.01%
213
+78
371
$21K ﹤0.01%
429
-221
372
$20K ﹤0.01%
146
373
$20K ﹤0.01%
91
-3
374
$20K ﹤0.01%
5,848
+535
375
$20K ﹤0.01%
1,040
+39
13 14
15
16 17