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
Consumers Staples Select Sector SPDR Fund
XLP
+$5.93M

Top Sells

1
+$70.1M
2
+$50.5M
3
+$29.4M
4
XLF icon
Financial Select Sector SPDR Fund
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
451
$10K ﹤0.01%
225
+56
452
$10K ﹤0.01%
89
+20
453
$10K ﹤0.01%
130
454
$10K ﹤0.01%
61
455
$10K ﹤0.01%
75
+25
456
$10K ﹤0.01%
1,047
457
$10K ﹤0.01%
138
+44
458
$10K ﹤0.01%
143
-799
459
$10K ﹤0.01%
105
460
$10K ﹤0.01%
160
461
$10K ﹤0.01%
107
+29
462
$10K ﹤0.01%
90
463
$10K ﹤0.01%
134
464
$10K ﹤0.01%
121
-18
465
$10K ﹤0.01%
64
-7
466
$10K ﹤0.01%
257
+60
467
$10K ﹤0.01%
442
468
$10K ﹤0.01%
229
-35
469
$10K ﹤0.01%
178
470
$9K ﹤0.01%
52
+14
471
$9K ﹤0.01%
72
-2
472
$9K ﹤0.01%
64
+4
473
$9K ﹤0.01%
47
-6
474
$9K ﹤0.01%
109
-1,036
475
$9K ﹤0.01%
88
17 18
19
20 21