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
501
$7K ﹤0.01%
427
-69
502
$7K ﹤0.01%
107
+58
503
$7K ﹤0.01%
30
504
$7K ﹤0.01%
+89
505
$7K ﹤0.01%
93
+1
506
$7K ﹤0.01%
88
-256
507
$7K ﹤0.01%
+531
508
$7K ﹤0.01%
83
509
$7K ﹤0.01%
74
510
$7K ﹤0.01%
233
-806
511
$7K ﹤0.01%
167
-97
512
$7K ﹤0.01%
87
513
$6K ﹤0.01%
19
-3
514
$6K ﹤0.01%
55
515
$6K ﹤0.01%
369
+6
516
$6K ﹤0.01%
186
517
$6K ﹤0.01%
20
-6
518
$6K ﹤0.01%
+267
519
$6K ﹤0.01%
26
+6
520
$6K ﹤0.01%
240
-47
521
$6K ﹤0.01%
22
+17
522
$6K ﹤0.01%
56
523
$5K ﹤0.01%
131
524
$5K ﹤0.01%
400
-130
525
$5K ﹤0.01%
136
19 20
21
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