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
351
$40K ﹤0.01%
172
+39
352
$40K ﹤0.01%
1,831
-725
353
$40K ﹤0.01%
913
+187
354
$40K ﹤0.01%
241
-65
355
$39K ﹤0.01%
858
-11
356
$38K ﹤0.01%
996
+303
357
$38K ﹤0.01%
+508
358
$38K ﹤0.01%
+613
359
$37K ﹤0.01%
738
-97
360
$37K ﹤0.01%
96
361
$36K ﹤0.01%
145
-5
362
$35K ﹤0.01%
163
-189
363
$35K ﹤0.01%
195
-2
364
$33K ﹤0.01%
542
365
$32K ﹤0.01%
214
+32
366
$32K ﹤0.01%
346
-3
367
$32K ﹤0.01%
1,142
-11,564
368
$31K ﹤0.01%
574
+477
369
$30K ﹤0.01%
175
+3
370
$29K ﹤0.01%
1,404
+827
371
$29K ﹤0.01%
4,714
+451
372
$28K ﹤0.01%
745
+445
373
$28K ﹤0.01%
79
+15
374
$28K ﹤0.01%
1,335
+121
375
$26K ﹤0.01%
1,249
-208
13 14
15
16 17