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
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.93M

Top Sells

1
+$70.1M
2
+$50.5M
3
+$29.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
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
426
$15K ﹤0.01%
426
-23
427
$15K ﹤0.01%
206
+35
428
$15K ﹤0.01%
593
+35
429
$15K ﹤0.01%
238
+58
430
$15K ﹤0.01%
278
+55
431
$14K ﹤0.01%
91
+31
432
$14K ﹤0.01%
240
-11
433
$14K ﹤0.01%
59
+15
434
$14K ﹤0.01%
117
435
$13K ﹤0.01%
+151
436
$13K ﹤0.01%
263
-807
437
$13K ﹤0.01%
364
-170
438
$12K ﹤0.01%
185
+28
439
$12K ﹤0.01%
209
+152
440
$12K ﹤0.01%
63
-6
441
$12K ﹤0.01%
276
442
$11K ﹤0.01%
+212
443
$11K ﹤0.01%
9
+4
444
$11K ﹤0.01%
21
+1
445
$11K ﹤0.01%
94
-70
446
$11K ﹤0.01%
33
447
$11K ﹤0.01%
+281
448
$10K ﹤0.01%
75
449
$10K ﹤0.01%
104
450
$10K ﹤0.01%
50
-2
16 17
18
19 20