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
376
$8K ﹤0.01%
138
377
$8K ﹤0.01%
261
-2,109
378
$8K ﹤0.01%
230
-2,797
379
$8K ﹤0.01%
53
-35
380
$8K ﹤0.01%
165
-306
381
$8K ﹤0.01%
284
-210
382
$8K ﹤0.01%
127
-970
383
$8K ﹤0.01%
+153
384
$8K ﹤0.01%
126
-28
385
$8K ﹤0.01%
101
386
$8K ﹤0.01%
105
-20
387
$8K ﹤0.01%
528
+51
388
$8K ﹤0.01%
223
-1,531
389
$8K ﹤0.01%
131
+2
390
$8K ﹤0.01%
139
-375
391
$8K ﹤0.01%
63
392
$8K ﹤0.01%
186
393
$8K ﹤0.01%
113
394
$8K ﹤0.01%
+60
395
$7K ﹤0.01%
310
396
$7K ﹤0.01%
+101
397
$7K ﹤0.01%
144
398
$7K ﹤0.01%
58
-58
399
$7K ﹤0.01%
43
-3
400
$7K ﹤0.01%
194
-10
14 15
16
17 18