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
$8.78B
AUM Growth
+$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$93.8M
3
+$67.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$58.1M
5
IXP icon
iShares Global Comm Services ETF
IXP
+$57.9M

Top Sells

1
+$33.4M
2
+$28.1M
3
+$21.6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.8M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.46M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$64.6M 0.74%
346,124
+11,361
27
$61.4M 0.7%
961,024
+87,390
28
$57.9M 0.66%
+955,865
29
$51.9M 0.59%
1,937,996
+96,707
30
$50.4M 0.57%
441,523
-19,679
31
$46.5M 0.53%
423,411
-25,846
32
$39.5M 0.45%
612,978
+23,581
33
$39.2M 0.45%
495,028
+111,733
34
$39.1M 0.45%
306,307
+6,366
35
$34.1M 0.39%
599,907
+275,400
36
$28.8M 0.33%
549,592
+53,819
37
$28.5M 0.32%
524,210
+79,567
38
$23.2M 0.26%
217,876
-16,853
39
$20.3M 0.23%
280,667
-80,207
40
$14.5M 0.17%
109,322
+2,061
41
$11.9M 0.14%
302,063
+23,218
42
$11.3M 0.13%
182,090
+11,857
43
$10.2M 0.12%
82,218
-922
44
$7.83M 0.09%
48,698
+520
45
$6.26M 0.07%
63,447
+3,414
46
$5.84M 0.07%
61,013
-1,172
47
$4.43M 0.05%
38,748
-342
48
$4.02M 0.05%
36,074
-589
49
$3.81M 0.04%
36,127
-773
50
$3.46M 0.04%
39,640
+10,555
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