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
$13.4B
AUM Growth
-$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$37.5M
3
+$17.1M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$12.6M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$11.6M

Top Sells

1
+$174M
2
+$69.4M
3
+$27M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$23.5M

Sector Composition

1 Financials 0.12%
2 Healthcare 0.11%
3 Technology 0.1%
4 Industrials 0.07%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
32
+8
602
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7
603
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86
604
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605
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288
606
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607
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-53
608
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60
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609
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+10
610
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611
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87
612
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85
-345
613
$2K ﹤0.01%
44
614
$2K ﹤0.01%
340
615
$1K ﹤0.01%
15
616
$1K ﹤0.01%
11
617
$1K ﹤0.01%
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618
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619
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620
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621
$1K ﹤0.01%
11
622
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13
623
$1K ﹤0.01%
34
-112
624
$1K ﹤0.01%
23
625
$1K ﹤0.01%
+2
23 24
25
26 27