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
426
$11K ﹤0.01%
223
+8
427
$10K ﹤0.01%
104
+62
428
$10K ﹤0.01%
140
+5
429
$10K ﹤0.01%
253
+18
430
$10K ﹤0.01%
319
-22
431
$10K ﹤0.01%
210
-125
432
$10K ﹤0.01%
112
-11
433
$10K ﹤0.01%
343
-14,863
434
$9K ﹤0.01%
300
+112
435
$9K ﹤0.01%
182
436
$9K ﹤0.01%
+419
437
$9K ﹤0.01%
192
-49
438
$9K ﹤0.01%
169
+15
439
$9K ﹤0.01%
51
-13
440
$9K ﹤0.01%
108
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441
$9K ﹤0.01%
1,047
-79
442
$9K ﹤0.01%
23
+2
443
$9K ﹤0.01%
121
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444
$9K ﹤0.01%
90
445
$9K ﹤0.01%
276
-12
446
$9K ﹤0.01%
442
-94
447
$9K ﹤0.01%
285
+13
448
$9K ﹤0.01%
238
-25
449
$8K ﹤0.01%
477
450
$8K ﹤0.01%
+291
16 17
18
19 20