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
26
$111M 0.84%
778,754
-63,167
27
$109M 0.83%
964,321
+8,312
28
$108M 0.82%
2,004,188
-92,696
29
$97.1M 0.74%
2,112,685
-163,775
30
$95.2M 0.72%
3,228,298
-752,091
31
$88.2M 0.67%
2,612,075
-119,063
32
$87.4M 0.67%
4,130,133
-163,734
33
$83.4M 0.63%
428,465
-24,591
34
$81.2M 0.62%
624,534
+26,759
35
$72.4M 0.55%
1,134,307
-59,505
36
$70.5M 0.54%
2,048,543
+7,370
37
$69.7M 0.53%
546,094
-64,879
38
$59M 0.45%
608,215
-12,009
39
$57.6M 0.44%
853,966
+87,899
40
$53.1M 0.4%
1,152,307
-29,113
41
$51.7M 0.39%
1,364,405
-47,984
42
$49.6M 0.38%
726,224
-26,580
43
$43M 0.33%
778,020
+5,918
44
$40.3M 0.31%
392,982
+1,178
45
$39.9M 0.3%
1,281,097
+3,744
46
$39.5M 0.3%
937,715
-20,050
47
$39.3M 0.3%
185,094
+47,263
48
$38.7M 0.29%
820,788
+33,273
49
$37.1M 0.28%
550,055
+201,705
50
$35.4M 0.27%
1,553,299
-76,160
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