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
401
$20K ﹤0.01%
1,722
-559
402
$20K ﹤0.01%
299
-9
403
$20K ﹤0.01%
111
+24
404
$19K ﹤0.01%
176
+7
405
$19K ﹤0.01%
193
406
$19K ﹤0.01%
91
+20
407
$19K ﹤0.01%
+1,440
408
$19K ﹤0.01%
318
409
$19K ﹤0.01%
950
-258
410
$18K ﹤0.01%
191
+43
411
$18K ﹤0.01%
129
-37
412
$18K ﹤0.01%
+342
413
$18K ﹤0.01%
314
414
$18K ﹤0.01%
105
-7
415
$17K ﹤0.01%
33
+5
416
$17K ﹤0.01%
729
+84
417
$17K ﹤0.01%
31
+7
418
$17K ﹤0.01%
532
-18
419
$17K ﹤0.01%
68
420
$17K ﹤0.01%
77
+13
421
$17K ﹤0.01%
232
422
$16K ﹤0.01%
321
-205
423
$16K ﹤0.01%
319
-11
424
$16K ﹤0.01%
282
+59
425
$15K ﹤0.01%
221
+99
15 16
17
18 19