TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.8B
AUM Growth
-$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$68.1M
3
+$43.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$30.6M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$29.3M

Top Sells

1
+$209M
2
+$82.5M
3
+$80.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$57.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$47.2M

Sector Composition

1 Healthcare 0.08%
2 Financials 0.08%
3 Technology 0.06%
4 Consumer Staples 0.05%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
107
-18
427
$9K ﹤0.01%
726
+180
428
$9K ﹤0.01%
116
-19
429
$9K ﹤0.01%
185
+39
430
$9K ﹤0.01%
215
+13
431
$9K ﹤0.01%
+1,126
432
$8K ﹤0.01%
168
+136
433
$8K ﹤0.01%
51
-8
434
$8K ﹤0.01%
235
+46
435
$8K ﹤0.01%
113
-1,316
436
$8K ﹤0.01%
341
+79
437
$8K ﹤0.01%
328
+46
438
$8K ﹤0.01%
45
+5
439
$8K ﹤0.01%
105
-8
440
$8K ﹤0.01%
+739
441
$8K ﹤0.01%
182
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442
$8K ﹤0.01%
88
+19
443
$8K ﹤0.01%
140
+44
444
$8K ﹤0.01%
509
-319
445
$8K ﹤0.01%
300
-48
446
$8K ﹤0.01%
123
+22
447
$8K ﹤0.01%
55
+2
448
$8K ﹤0.01%
254
-41
449
$8K ﹤0.01%
272
-47
450
$8K ﹤0.01%
1,162
+55
16 17
18
19 20