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
$9.97B
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.06M
3
+$3.49M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.36M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.16M

Top Sells

1
+$126M
2
+$69.7M
3
+$59.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$36M
5
VTV icon
Vanguard Value ETF
VTV
+$28.4M

Sector Composition

1 Healthcare 0.06%
2 Financials 0.06%
3 Technology 0.05%
4 Industrials 0.04%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
207
-337
352
$14K ﹤0.01%
240
+213
353
$14K ﹤0.01%
221
-47
354
$14K ﹤0.01%
142
-443
355
$14K ﹤0.01%
+96
356
$14K ﹤0.01%
205
-28
357
$14K ﹤0.01%
64
-13
358
$14K ﹤0.01%
+155
359
$13K ﹤0.01%
113
-113
360
$13K ﹤0.01%
75
-79
361
$13K ﹤0.01%
114
-98
362
$13K ﹤0.01%
157
-197
363
$12K ﹤0.01%
144
-334
364
$12K ﹤0.01%
202
-510
365
$12K ﹤0.01%
289
-72
366
$12K ﹤0.01%
362
-80
367
$12K ﹤0.01%
+51
368
$12K ﹤0.01%
332
-1,099
369
$12K ﹤0.01%
362
+116
370
$12K ﹤0.01%
147
-7
371
$12K ﹤0.01%
125
+2
372
$12K ﹤0.01%
1,322
-304
373
$11K ﹤0.01%
+60
374
$11K ﹤0.01%
37
+29
375
$11K ﹤0.01%
45
-154
13 14
15
16 17