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TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
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
+$37.7M
2
+$16.8M
3
+$12.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$9.31M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$5.95M

Top Sells

1
+$65.9M
2
+$47.1M
3
+$27.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.1M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$17.9M

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
626
– –
-80
627
$0 ﹤0.01%
1
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628
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-371
629
– –
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630
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-67
631
– –
-741
632
$0 ﹤0.01%
1
-49
633
– –
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634
– –
-1,088
635
– –
-50
636
$0 ﹤0.01%
1
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637
– –
-438
638
$0 ﹤0.01%
1
-125
639
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-437
640
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-1,387
641
– –
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642
– –
-878
643
– –
-59
644
$0 ﹤0.01%
15
-10
645
– –
-57
646
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-25
647
– –
-149
648
$0 ﹤0.01%
296
649
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650
$0 ﹤0.01%
2
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