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
601
$2K ﹤0.01%
85
602
$1K ﹤0.01%
+15
603
$1K ﹤0.01%
+11
604
$1K ﹤0.01%
110
605
$1K ﹤0.01%
4
-4
606
$1K ﹤0.01%
+3
607
$1K ﹤0.01%
44
-1,084
608
$1K ﹤0.01%
8
+4
609
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30
610
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20
-3
611
$1K ﹤0.01%
21
612
$1K ﹤0.01%
31
613
$1K ﹤0.01%
7
614
$1K ﹤0.01%
+6
615
$1K ﹤0.01%
10
616
$1K ﹤0.01%
6
617
$1K ﹤0.01%
14
618
$1K ﹤0.01%
53
619
$1K ﹤0.01%
50
620
$1K ﹤0.01%
+111
621
$1K ﹤0.01%
+26
622
$1K ﹤0.01%
689
623
– –
-80
624
$0 ﹤0.01%
1
625
– –
-263
23 24
25
26 27