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
$4.68B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$25.1M
3
+$24M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$22.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$21.5M

Top Sells

1
+$22.1M
2
+$22M
3
+$7.69M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.49M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.65M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.5M 0.76%
471,007
+279,214
27
$35.3M 0.76%
724,562
+47,872
28
$35M 0.75%
323,019
-1,772
29
$34.6M 0.74%
319,985
+10,502
30
$33.7M 0.72%
599,601
+34,346
31
$29.8M 0.64%
597,960
+29,476
32
$25.3M 0.54%
834,192
-31,528
33
$20.5M 0.44%
490,722
+43,739
34
$18.7M 0.4%
181,271
+59
35
$14.8M 0.32%
265,112
+24,553
36
$14.5M 0.31%
293,844
+4,030
37
$14M 0.3%
162,305
-3,406
38
$11.2M 0.24%
134,914
-2,768
39
$10.4M 0.22%
133,933
-285,485
40
$10.4M 0.22%
233,841
-173,135
41
$10.2M 0.22%
268,019
+6,787
42
$9.32M 0.2%
117,923
+7,163
43
$8.08M 0.17%
87,340
-683
44
$7.5M 0.16%
263,220
-1,336
45
$6.31M 0.13%
57,250
-2,381
46
$5.53M 0.12%
120,892
+1,120
47
$4.38M 0.09%
77,528
+5,554
48
$2.79M 0.06%
37,035
-438
49
$2.44M 0.05%
37,518
-1,456
50
$2.02M 0.04%
15,349
-175
1
2
3 4