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
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$58.6M
2
+$40.7M
3
+$36.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$28.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$15.2M

Top Sells

1
+$72.2M
2
+$50.2M
3
+$38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$30.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$28.8M

Sector Composition

1 Financials 0.08%
2 Healthcare 0.08%
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
401
$14K ﹤0.01%
190
+77
402
$14K ﹤0.01%
217
+102
403
$14K ﹤0.01%
64
404
$14K ﹤0.01%
119
-2
405
$13K ﹤0.01%
450
406
$13K ﹤0.01%
164
-26
407
$13K ﹤0.01%
439
+19
408
$13K ﹤0.01%
634
-92
409
$13K ﹤0.01%
297
410
$13K ﹤0.01%
232
411
$12K ﹤0.01%
512
+32
412
$12K ﹤0.01%
66
-2
413
$12K ﹤0.01%
53
-3
414
$12K ﹤0.01%
448
+36
415
$12K ﹤0.01%
68
416
$12K ﹤0.01%
207
+136
417
$11K ﹤0.01%
25
+14
418
$11K ﹤0.01%
1,178
+48
419
$11K ﹤0.01%
+416
420
$11K ﹤0.01%
54
+3
421
$11K ﹤0.01%
130
-2
422
$11K ﹤0.01%
300
423
$11K ﹤0.01%
69
-3
424
$11K ﹤0.01%
61
+6
425
$11K ﹤0.01%
80
+8
15 16
17
18 19