TAIM
TD Ameritrade Investment Management Portfolio holdings
AUM $9.4B
AUM
$9.4B
AUM Growth
-$346M (-4%)
Cap. Flow
-$586M
Cap. Flow % of AUM
-6.23%
Top 10 Holdings %Top 10 Hldgs %
65.94%
Holding
618
New
21
Increased
42
Reduced
405
Closed
71
Top Buys
| 1 | $75.5M | |
| 2 | $20.3M | |
| 3 | $2.3M | |
| 4 | $386K | |
| 5 | $267K |
Top Sells
| 1 | $100M | |
| 2 | $85.3M | |
| 3 | $70.6M | |
| 4 | $37.9M | |
| 5 | $33.7M |
Sector Composition
| 1 | Technology | 0.05% |
| 2 | Healthcare | 0.05% |
| 3 | Financials | 0.04% |
| 4 | Industrials | 0.03% |
| 5 | Consumer Staples | 0.02% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3K | 0% | 24 -9 | -27% | -$1.13K | |||
| $3K | 0% | 8 -49 | -86% | -$18.4K | |||
| $3K | 0% | 45 -7 | -13% | -$467 | |||
| $3K | 0% | 95 -95 | -50% | -$3K | |||
| $3K | 0% | 113 | – | – | |||
| $3K | 0% | 21 -12 | -36% | -$1.71K | |||
| $3K | 0% | 56 | – | – | |||
| $3K | 0% | 116 | – | – | |||
| $2K | 0% | 20 | – | – | |||
| $2K | 0% | 10 -5 | -33% | -$1K | |||
| $2K | 0% | 27 | – | – | |||
| $2K | 0% | 33 | – | – | |||
| $2K | 0% | 20 -5 | -20% | -$500 | |||
| $2K | 0% | 35 | – | – | |||
| $2K | 0% | 280 -482 | -63% | -$3.44K | |||
| $2K | 0% | 289 | – | – | |||
| $2K | 0% | 27 | – | – | |||
| $2K | 0% | 41 | – | – | |||
| $2K | 0% | 55 | – | – | |||
| $2K | 0% | 36 | – | – | |||
| $2K | 0% | 7 | – | – | |||
| $2K | 0% | 61 | – | – | |||
| $2K | 0% | 39 | – | – | |||
| $2K | 0% | 15 | – | – | |||
| $2K | 0% | 18 | – | – |
