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
376
$11K ﹤0.01%
+117
377
$11K ﹤0.01%
126
+107
378
$11K ﹤0.01%
+927
379
$11K ﹤0.01%
513
-153
380
$11K ﹤0.01%
219
-142
381
$11K ﹤0.01%
138
-36
382
$11K ﹤0.01%
165
-70
383
$11K ﹤0.01%
+336
384
$10K ﹤0.01%
+135
385
$10K ﹤0.01%
+89
386
$10K ﹤0.01%
40
-63
387
$10K ﹤0.01%
153
-30
388
$10K ﹤0.01%
138
-41
389
$10K ﹤0.01%
25
-16
390
$9K ﹤0.01%
44
-9
391
$9K ﹤0.01%
+38
392
$9K ﹤0.01%
+220
393
$9K ﹤0.01%
594
-32
394
$9K ﹤0.01%
182
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395
$9K ﹤0.01%
57
-195
396
$9K ﹤0.01%
72
-75
397
$9K ﹤0.01%
311
-335
398
$9K ﹤0.01%
131
-15
399
$8K ﹤0.01%
963
-622
400
$8K ﹤0.01%
241
-78
14 15
16
17 18