TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
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
+$37.7M
2
+$16.8M
3
+$12.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$9.31M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$5.95M

Top Sells

1
+$65.9M
2
+$47.1M
3
+$27.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.1M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$17.9M

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%
130
452
$10K ﹤0.01%
61
453
$10K ﹤0.01%
75
+25
454
$10K ﹤0.01%
1,047
455
$10K ﹤0.01%
138
+44
456
$10K ﹤0.01%
160
457
$10K ﹤0.01%
107
+29
458
$10K ﹤0.01%
90
459
$10K ﹤0.01%
134
460
$10K ﹤0.01%
121
-18
461
$10K ﹤0.01%
64
-7
462
$10K ﹤0.01%
257
+60
463
$10K ﹤0.01%
442
464
$10K ﹤0.01%
225
+56
465
$10K ﹤0.01%
89
+20
466
$10K ﹤0.01%
143
-799
467
$10K ﹤0.01%
105
468
$10K ﹤0.01%
229
-35
469
$10K ﹤0.01%
178
470
$9K ﹤0.01%
109
-1,036
471
$9K ﹤0.01%
88
472
$9K ﹤0.01%
106
-200
473
$9K ﹤0.01%
29
-2
474
$9K ﹤0.01%
+174
475
$9K ﹤0.01%
250
+161
17 18
19
20 21