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
551
$3K ﹤0.01%
17
-4
552
$3K ﹤0.01%
11
553
$3K ﹤0.01%
+62
554
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38
-6
555
$3K ﹤0.01%
12
+2
556
$3K ﹤0.01%
36
557
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12
558
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14
-39
559
$3K ﹤0.01%
234
-354
560
$3K ﹤0.01%
112
-1,477
561
$3K ﹤0.01%
7
-1
562
$3K ﹤0.01%
84
+44
563
$3K ﹤0.01%
188
564
$3K ﹤0.01%
20
-4
565
$3K ﹤0.01%
106
566
$3K ﹤0.01%
34
-6
567
$3K ﹤0.01%
61
-11
568
$3K ﹤0.01%
51
569
$3K ﹤0.01%
57
570
$3K ﹤0.01%
77
571
$3K ﹤0.01%
60
572
$3K ﹤0.01%
173
573
$3K ﹤0.01%
29
-5
574
$3K ﹤0.01%
28
+3
575
$2K ﹤0.01%
11
-2
21 22
23
24 25