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
426
$6K ﹤0.01%
101
-165
427
$6K ﹤0.01%
131
+21
428
$6K ﹤0.01%
95
-61
429
$6K ﹤0.01%
160
+3
430
$6K ﹤0.01%
215
+47
431
$6K ﹤0.01%
730
+231
432
$6K ﹤0.01%
423
-29
433
$6K ﹤0.01%
374
-17
434
$6K ﹤0.01%
46
-1
435
$5K ﹤0.01%
59
-2
436
$5K ﹤0.01%
28
-7
437
$5K ﹤0.01%
140
+39
438
$5K ﹤0.01%
138
-56
439
$5K ﹤0.01%
28
-39
440
$5K ﹤0.01%
157
-1
441
$5K ﹤0.01%
423
442
$5K ﹤0.01%
233
443
$5K ﹤0.01%
125
444
$5K ﹤0.01%
52
445
$5K ﹤0.01%
297
-1,645
446
$5K ﹤0.01%
386
+68
447
$5K ﹤0.01%
197
+84
448
$5K ﹤0.01%
112
-4
449
$5K ﹤0.01%
41
450
$5K ﹤0.01%
35
-2
16 17
18
19 20