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
651
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-1,877
652
$0 ﹤0.01%
1
-293
653
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654
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655
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-878
656
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-59
657
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-25
658
$0 ﹤0.01%
1
-3,605
659
– –
-393
660
$0 ﹤0.01%
1
-48
661
$0 ﹤0.01%
15
-10
662
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-57
663
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-25
664
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-149
665
$0 ﹤0.01%
296
666
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667
$0 ﹤0.01%
2
668
– –
-60
669
– –
-1
670
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-1
671
– –
-1,083
672
– –
-216
673
– –
-20
674
– –
-15
675
– –
-8,660
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