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
576
$2K ﹤0.01%
40
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577
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236
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578
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579
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581
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-598
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70
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584
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585
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586
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587
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95
588
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36
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589
$2K ﹤0.01%
199
590
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104
591
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592
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25
594
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370
595
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60
596
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20
+7
597
$1K ﹤0.01%
31
598
$1K ﹤0.01%
263
-104,389
599
$1K ﹤0.01%
24
600
$1K ﹤0.01%
445
22 23
24
25 26