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
$3.27B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19.9M
3
+$16M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$13.7M
5
VTV icon
Vanguard Value ETF
VTV
+$12.6M

Top Sells

1
+$3.36M
2
+$361K
3
+$222K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$182K
5
DWM icon
WisdomTree International Equity Fund
DWM
+$169K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.06%
19,336
-1,420
52
$1.88M 0.06%
24,962
+6,457
53
$1.8M 0.06%
29,750
+7,721
54
$1.58M 0.05%
13,050
-154
55
$1.52M 0.05%
17,694
-975
56
$1.47M 0.04%
15,819
+534
57
$1.39M 0.04%
11,567
-1,111
58
$1.38M 0.04%
55,384
-265
59
$1.34M 0.04%
53,436
-520
60
$1.1M 0.03%
29,524
+124
61
$954K 0.03%
17,158
-180
62
$408K 0.01%
14,063
-218
63
$289K 0.01%
18,348
64
$284K 0.01%
10,006
-2,169
65
$251K 0.01%
3,034
+1,534
66
$246K 0.01%
6,594
-189
67
$225K 0.01%
4,407
+405
68
$134K ﹤0.01%
1,302
-30
69
$127K ﹤0.01%
3,430
+226
70
$97K ﹤0.01%
2,334
+65
71
$93K ﹤0.01%
1,478
-336
72
$71K ﹤0.01%
1,788
+588
73
$71K ﹤0.01%
2,870
+13
74
$69K ﹤0.01%
374
+194
75
$68K ﹤0.01%
1,292
1 2
3
4 5