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
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.93M

Top Sells

1
+$70.1M
2
+$50.5M
3
+$29.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
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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-1,387
652
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-1,877
653
$0 ﹤0.01%
1
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655
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656
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-878
657
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$0 ﹤0.01%
1
-3,605
660
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661
$0 ﹤0.01%
1
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662
$0 ﹤0.01%
15
-10
663
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-57
664
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-25
665
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666
$0 ﹤0.01%
296
667
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668
$0 ﹤0.01%
2
669
– –
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670
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-1
671
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-1
672
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-1,083
673
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674
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675
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