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
$14.1B
AUM Growth
+$944M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$65.3M
3
+$25.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$21.8M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$20.8M

Top Sells

1
+$87.4M
2
+$47M
3
+$39.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$38.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$37.8M

Sector Composition

1 Financials 0.1%
2 Healthcare 0.08%
3 Technology 0.08%
4 Industrials 0.06%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9K ﹤0.01%
79
-9
477
$9K ﹤0.01%
56
+30
478
$9K ﹤0.01%
29
+1
479
$9K ﹤0.01%
396
+129
480
$9K ﹤0.01%
119
-15
481
$9K ﹤0.01%
14
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482
$9K ﹤0.01%
35
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483
$9K ﹤0.01%
108
-1,218
484
$9K ﹤0.01%
56
485
$9K ﹤0.01%
47
+23
486
$8K ﹤0.01%
67
+12
487
$8K ﹤0.01%
82
-7
488
$8K ﹤0.01%
62
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489
$8K ﹤0.01%
548
-1,174
490
$8K ﹤0.01%
135
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491
$8K ﹤0.01%
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492
$8K ﹤0.01%
12
-2
493
$8K ﹤0.01%
+105
494
$8K ﹤0.01%
+413
495
$7K ﹤0.01%
80
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496
$7K ﹤0.01%
+129
497
$7K ﹤0.01%
+70
498
$7K ﹤0.01%
72
-11
499
$7K ﹤0.01%
66
-19
500
$7K ﹤0.01%
205
-159
18 19
20
21 22