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
376
$26K ﹤0.01%
955
377
$26K ﹤0.01%
220
378
$26K ﹤0.01%
735
-57
379
$25K ﹤0.01%
790
+71
380
$25K ﹤0.01%
786
+153
381
$25K ﹤0.01%
131
+29
382
$24K ﹤0.01%
577
+138
383
$24K ﹤0.01%
977
-428
384
$24K ﹤0.01%
144
-130
385
$24K ﹤0.01%
1,023
+26
386
$24K ﹤0.01%
273
+7
387
$23K ﹤0.01%
716
+140
388
$23K ﹤0.01%
390
389
$23K ﹤0.01%
297
+61
390
$23K ﹤0.01%
310
+74
391
$23K ﹤0.01%
649
-87
392
$23K ﹤0.01%
155
-2
393
$22K ﹤0.01%
95
-44
394
$22K ﹤0.01%
275
-713
395
$22K ﹤0.01%
140
396
$21K ﹤0.01%
384
-59
397
$21K ﹤0.01%
101
398
$21K ﹤0.01%
949
+424
399
$21K ﹤0.01%
652
+5
400
$20K ﹤0.01%
566
+222
14 15
16
17 18