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
$13.4B
AUM Growth
-$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$37.5M
3
+$17.1M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$12.6M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$11.6M

Top Sells

1
+$174M
2
+$69.4M
3
+$27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$23.5M

Sector Composition

1 Financials 0.12%
2 Healthcare 0.11%
3 Technology 0.1%
4 Industrials 0.07%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$38K ﹤0.01%
+655
377
$38K ﹤0.01%
1,073
-104
378
$38K ﹤0.01%
469
+86
379
$38K ﹤0.01%
749
-87
380
$38K ﹤0.01%
273
+57
381
$38K ﹤0.01%
1,148
+20
382
$37K ﹤0.01%
177
-3
383
$36K ﹤0.01%
303
+217
384
$36K ﹤0.01%
547
-44
385
$36K ﹤0.01%
771
-28
386
$35K ﹤0.01%
263
+57
387
$34K ﹤0.01%
520
388
$34K ﹤0.01%
393
-90
389
$34K ﹤0.01%
594
+172
390
$34K ﹤0.01%
178
-15
391
$31K ﹤0.01%
309
+81
392
$30K ﹤0.01%
171
+106
393
$30K ﹤0.01%
283
+76
394
$29K ﹤0.01%
369
395
$29K ﹤0.01%
181
-515
396
$29K ﹤0.01%
988
-147
397
$28K ﹤0.01%
1,057
+14
398
$27K ﹤0.01%
136
+39
399
$27K ﹤0.01%
203
+53
400
$26K ﹤0.01%
116
+15
14 15
16
17 18