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
526
$5K ﹤0.01%
118
527
$5K ﹤0.01%
1,692
+708
528
$5K ﹤0.01%
225
529
$5K ﹤0.01%
97
530
$5K ﹤0.01%
263
-66
531
$4K ﹤0.01%
177
+25
532
$4K ﹤0.01%
41
+10
533
$4K ﹤0.01%
370
534
$4K ﹤0.01%
24
-4
535
$4K ﹤0.01%
50
536
$4K ﹤0.01%
76
537
$4K ﹤0.01%
28
-13
538
$4K ﹤0.01%
104
539
$4K ﹤0.01%
99
540
$4K ﹤0.01%
125
-20
541
$4K ﹤0.01%
101
-2,073
542
$4K ﹤0.01%
40
-8
543
$4K ﹤0.01%
27
544
$4K ﹤0.01%
26
-4
545
$4K ﹤0.01%
71
546
$4K ﹤0.01%
29
547
$4K ﹤0.01%
6
-1
548
$4K ﹤0.01%
58
549
$4K ﹤0.01%
95
550
$4K ﹤0.01%
95
-60
20 21
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