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
526
$4K ﹤0.01%
+215
527
$4K ﹤0.01%
+13
528
$4K ﹤0.01%
114
-82
529
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-5
530
$4K ﹤0.01%
53
-2
531
$4K ﹤0.01%
107
532
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-2
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159
-8
534
$4K ﹤0.01%
+42
535
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34
536
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63
+25
537
$4K ﹤0.01%
16
+4
538
$3K ﹤0.01%
21
539
$3K ﹤0.01%
11
-2
540
$3K ﹤0.01%
50
541
$3K ﹤0.01%
11
542
$3K ﹤0.01%
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$3K ﹤0.01%
23
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544
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84
+14
545
$3K ﹤0.01%
57
-2
546
$3K ﹤0.01%
8
-26
547
$3K ﹤0.01%
80
548
$3K ﹤0.01%
188
+50
549
$3K ﹤0.01%
186
550
$3K ﹤0.01%
30
+2
20 21
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23 24