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
$4.88B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$98M
2
+$66.6M
3
+$52.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$45.8M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$35.8M

Top Sells

1
+$95.9M
2
+$27.9M
3
+$17.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$14.6M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$14.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.03%
15,407
-515
52
$1.66M 0.03%
18,687
+1,326
53
$1.65M 0.03%
12,431
-430
54
$1.64M 0.03%
16,586
+543
55
$1.37M 0.03%
52,967
+267
56
$981K 0.02%
16,662
-2
57
$443K 0.01%
8,410
+7,010
58
$362K 0.01%
6,843
-14
59
$291K 0.01%
9,063
-1,349
60
$281K 0.01%
9,227
+854
61
$265K 0.01%
3,102
-124
62
$189K ﹤0.01%
4,524
-918
63
$179K ﹤0.01%
2,652
+563
64
$88K ﹤0.01%
1,360
+274
65
$83K ﹤0.01%
1,936
+308
66
$79K ﹤0.01%
1,758
-84
67
$70K ﹤0.01%
2,544
+1,585
68
$61K ﹤0.01%
771
-52
69
$60K ﹤0.01%
2,420
+184
70
$26K ﹤0.01%
1,470
+1,230
71
$25K ﹤0.01%
+473
72
$16K ﹤0.01%
620
-135
73
$14K ﹤0.01%
260
+18
74
$12K ﹤0.01%
288
75
$10K ﹤0.01%
183
+64
1 2
3
4