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
$6B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$28.4M
3
+$27.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$27.7M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$26M

Top Sells

1
+$35.8M
2
+$22.8M
3
+$13.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$11.5M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$11.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.05%
35,925
-2,115
52
$2.36M 0.04%
77,863
-1,271
53
$1.74M 0.03%
14,220
+874
54
$1.71M 0.03%
22,806
-966
55
$1.63M 0.03%
23,342
-256
56
$1.32M 0.02%
12,549
-3,603
57
$1.12M 0.02%
8,438
-101
58
$630K 0.01%
7,355
+320
59
$409K 0.01%
7,826
+64
60
$318K 0.01%
4,200
-439
61
$214K ﹤0.01%
7,578
+1,163
62
$193K ﹤0.01%
2,658
-298
63
$190K ﹤0.01%
5,647
-577
64
$184K ﹤0.01%
4,143
-60
65
$157K ﹤0.01%
1,975
-859
66
$153K ﹤0.01%
4,921
+830
67
$111K ﹤0.01%
2,112
68
$101K ﹤0.01%
2,152
69
$99K ﹤0.01%
2,176
+276
70
$65K ﹤0.01%
9,312
+4,688
71
$56K ﹤0.01%
3,519
+2,625
72
$45K ﹤0.01%
1,628
-104
73
$41K ﹤0.01%
722
74
$32K ﹤0.01%
1,228
-6
75
$31K ﹤0.01%
522
+72
1 2
3
4