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
401
$7K ﹤0.01%
206
-122
402
$7K ﹤0.01%
51
-159
403
$7K ﹤0.01%
598
+69
404
$7K ﹤0.01%
105
-301
405
$7K ﹤0.01%
124
+21
406
$7K ﹤0.01%
68
-86
407
$7K ﹤0.01%
+225
408
$7K ﹤0.01%
204
-672
409
$7K ﹤0.01%
323
-18
410
$7K ﹤0.01%
616
+113
411
$7K ﹤0.01%
120
-101
412
$7K ﹤0.01%
59
-29
413
$7K ﹤0.01%
+150
414
$7K ﹤0.01%
161
-3
415
$7K ﹤0.01%
158
416
$7K ﹤0.01%
101
-165
417
$6K ﹤0.01%
31
-16
418
$6K ﹤0.01%
166
-267
419
$6K ﹤0.01%
141
420
$6K ﹤0.01%
+134
421
$6K ﹤0.01%
226
-11
422
$6K ﹤0.01%
1,296
+228
423
$6K ﹤0.01%
52
-65
424
$6K ﹤0.01%
259
-1,929
425
$6K ﹤0.01%
118
+38
15 16
17
18 19