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
$8.78B
AUM Growth
+$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$93.8M
3
+$67.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$58.1M
5
IXP icon
iShares Global Comm Services ETF
IXP
+$57.9M

Top Sells

1
+$33.4M
2
+$28.1M
3
+$21.6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.8M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.46M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.04%
83,552
+1,372
52
$2.65M 0.03%
19,274
+4,591
53
$2.56M 0.03%
86,046
-4,698
54
$1.97M 0.02%
17,902
-378
55
$1.63M 0.02%
19,144
-314
56
$1.62M 0.02%
19,344
+252
57
$1.61M 0.02%
18,086
-54
58
$1.59M 0.02%
51,691
-464
59
$1.53M 0.02%
11,242
-121
60
$1.08M 0.01%
14,098
-184
61
$902K 0.01%
6,698
+233
62
$632K 0.01%
10,470
-2,436
63
$505K 0.01%
8,884
+3,577
64
$378K ﹤0.01%
4,410
+1,309
65
$300K ﹤0.01%
10,165
-748
66
$230K ﹤0.01%
2,874
+200
67
$206K ﹤0.01%
1,686
+16
68
$167K ﹤0.01%
+5,624
69
$162K ﹤0.01%
1,851
+57
70
$131K ﹤0.01%
+2,023
71
$100K ﹤0.01%
3,570
+3,434
72
$88K ﹤0.01%
1,333
73
$87K ﹤0.01%
+877
74
$86K ﹤0.01%
2,209
-1,003
75
$64K ﹤0.01%
1,236
+2
1 2
3
4 5