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
$9.97B
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.06M
3
+$3.49M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.36M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.16M

Top Sells

1
+$126M
2
+$69.7M
3
+$59.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$36M
5
VTV icon
Vanguard Value ETF
VTV
+$28.4M

Sector Composition

1 Healthcare 0.06%
2 Financials 0.06%
3 Technology 0.05%
4 Industrials 0.04%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
23
577
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-23
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16
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579
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581
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582
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584
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585
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586
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587
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220
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$0 ﹤0.01%
10
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589
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22
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590
$0 ﹤0.01%
3
-1,795
591
– –
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592
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593
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594
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595
$0 ﹤0.01%
7
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596
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597
– –
-997
598
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599
– –
-164
600
– –
-4
22 23
24
25 26