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
$11.9B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$58.6M
2
+$40.7M
3
+$36.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$28.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$15.2M

Top Sells

1
+$72.2M
2
+$50.2M
3
+$38M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$30.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$28.8M

Sector Composition

1 Financials 0.08%
2 Healthcare 0.08%
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
476
$7K ﹤0.01%
233
-6
477
$7K ﹤0.01%
+216
478
$7K ﹤0.01%
67
-6
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$6K ﹤0.01%
481
-258
480
$6K ﹤0.01%
55
-648
481
$6K ﹤0.01%
+75
482
$6K ﹤0.01%
444
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483
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74
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$6K ﹤0.01%
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485
$6K ﹤0.01%
294
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486
$6K ﹤0.01%
93
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487
$6K ﹤0.01%
55
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488
$6K ﹤0.01%
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489
$6K ﹤0.01%
92
-48
490
$6K ﹤0.01%
100
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491
$6K ﹤0.01%
35
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494
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878
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495
$6K ﹤0.01%
83
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496
$6K ﹤0.01%
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497
$6K ﹤0.01%
+225
498
$6K ﹤0.01%
122
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499
$6K ﹤0.01%
62
+2
500
$6K ﹤0.01%
87
+64
18 19
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