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
$4.88B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$98M
2
+$66.6M
3
+$52.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$45.8M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$35.8M

Top Sells

1
+$95.9M
2
+$27.9M
3
+$17.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$14.6M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$14.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$38.5M 0.79%
515,454
+2,646
27
$34.4M 0.71%
620,691
+21,090
28
$32M 0.66%
304,678
-18,341
29
$30.5M 0.62%
608,610
+10,650
30
$24M 0.49%
797,708
-36,484
31
$20.9M 0.43%
514,560
+23,838
32
$20.8M 0.43%
429,199
-295,363
33
$20.6M 0.42%
199,923
+18,652
34
$15.1M 0.31%
296,920
+3,076
35
$15M 0.31%
277,042
+11,930
36
$12.9M 0.26%
154,079
-8,226
37
$12.3M 0.25%
474,436
-3,688,834
38
$10.6M 0.22%
285,978
+17,959
39
$10.6M 0.22%
140,627
+6,694
40
$10.4M 0.21%
250,477
+16,636
41
$10.1M 0.21%
121,953
-12,961
42
$9.89M 0.2%
121,278
+3,355
43
$8.76M 0.18%
95,016
+7,676
44
$6.84M 0.14%
240,436
-22,784
45
$6.42M 0.13%
58,193
+943
46
$4.46M 0.09%
77,047
-481
47
$2.93M 0.06%
39,691
+2,656
48
$2.32M 0.05%
35,386
-2,132
49
$1.99M 0.04%
14,843
-506
50
$1.78M 0.04%
14,467
-429
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