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
551
$3K ﹤0.01%
225
+120
552
$3K ﹤0.01%
97
553
$3K ﹤0.01%
71
+6
554
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+14
555
$3K ﹤0.01%
77
-4
556
$3K ﹤0.01%
58
-11
557
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+9
558
$3K ﹤0.01%
95
559
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28
560
$3K ﹤0.01%
175
+4
561
$3K ﹤0.01%
324
562
$2K ﹤0.01%
50
-100
563
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155
-8
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$2K ﹤0.01%
31
-1
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$2K ﹤0.01%
+19
566
$2K ﹤0.01%
12
567
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23
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569
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570
$2K ﹤0.01%
38
+5
571
$2K ﹤0.01%
+40
572
$2K ﹤0.01%
440
573
$2K ﹤0.01%
24
-81
574
$2K ﹤0.01%
106
575
$2K ﹤0.01%
42
-275
21 22
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24 25