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
$9.97B
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.06M
3
+$3.49M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.36M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.16M

Top Sells

1
+$126M
2
+$69.7M
3
+$59.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$36M
5
VTV icon
Vanguard Value ETF
VTV
+$28.4M

Sector Composition

1 Healthcare 0.06%
2 Financials 0.06%
3 Technology 0.05%
4 Industrials 0.04%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6K ﹤0.01%
351
-50
427
$5K ﹤0.01%
+122
428
$5K ﹤0.01%
+258
429
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28
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$5K ﹤0.01%
841
431
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33
-23
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417
-591
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18
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434
$5K ﹤0.01%
68
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$4K ﹤0.01%
+18
436
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45
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$4K ﹤0.01%
24
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$4K ﹤0.01%
18
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439
$4K ﹤0.01%
60
-5
440
$4K ﹤0.01%
33
+13
441
$4K ﹤0.01%
156
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$4K ﹤0.01%
119
-23
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$4K ﹤0.01%
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$4K ﹤0.01%
72
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445
$4K ﹤0.01%
473
-486
446
$4K ﹤0.01%
212
447
$4K ﹤0.01%
171
-25
448
$4K ﹤0.01%
180
-222
449
$4K ﹤0.01%
116
-120
450
$4K ﹤0.01%
32
-8
16 17
18
19 20