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
451
$8K ﹤0.01%
+38
452
$8K ﹤0.01%
344
-2,792
453
$8K ﹤0.01%
69
+2
454
$8K ﹤0.01%
438
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455
$8K ﹤0.01%
510
-24
456
$8K ﹤0.01%
140
-14
457
$8K ﹤0.01%
+42
458
$8K ﹤0.01%
115
+5
459
$8K ﹤0.01%
134
+99
460
$8K ﹤0.01%
218
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461
$8K ﹤0.01%
244
-7
462
$7K ﹤0.01%
122
463
$7K ﹤0.01%
130
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464
$7K ﹤0.01%
80
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465
$7K ﹤0.01%
104
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466
$7K ﹤0.01%
40
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467
$7K ﹤0.01%
59
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468
$7K ﹤0.01%
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469
$7K ﹤0.01%
94
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470
$7K ﹤0.01%
177
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471
$7K ﹤0.01%
22
+19
472
$7K ﹤0.01%
29
-6
473
$7K ﹤0.01%
124
-1,346
474
$7K ﹤0.01%
+172
475
$7K ﹤0.01%
177
-18
17 18
19
20 21