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
$5.02B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$19.1M
3
+$16.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$15.9M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$15.1M

Top Sells

1
+$27.1M
2
+$20.5M
3
+$18.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$18.1M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$14.5M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.03%
15,988
+170
52
$1.56M 0.03%
11,001
-475
53
$1.48M 0.03%
18,148
-2
54
$1.23M 0.02%
52,944
+573
55
$908K 0.02%
16,018
-472
56
$459K 0.01%
8,586
-227
57
$296K 0.01%
4,282
+931
58
$227K ﹤0.01%
7,557
-1,074
59
$179K ﹤0.01%
2,060
-34
60
$153K ﹤0.01%
3,879
-606
61
$121K ﹤0.01%
1,946
+214
62
$118K ﹤0.01%
2,288
+590
63
$117K ﹤0.01%
4,069
+21
64
$105K ﹤0.01%
1,996
-46
65
$81K ﹤0.01%
2,875
+35
66
$78K ﹤0.01%
1,936
67
$62K ﹤0.01%
769
68
$50K ﹤0.01%
2,044
-368
69
$47K ﹤0.01%
882
+89
70
$35K ﹤0.01%
790
-421,584
71
$30K ﹤0.01%
748
+188
72
$25K ﹤0.01%
518
+454
73
$21K ﹤0.01%
+3,200
74
$15K ﹤0.01%
620
75
$10K ﹤0.01%
172
-11
1 2
3
4