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
$13.1B
AUM Growth
+$911M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$16.8M
3
+$13.6M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$10M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.93M

Top Sells

1
+$70.1M
2
+$50.5M
3
+$29.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$22.2M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$19.1M

Sector Composition

1 Financials 0.09%
2 Healthcare 0.07%
3 Technology 0.06%
4 Industrials 0.05%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.5M 0.25%
541,924
+58,732
52
$31.9M 0.24%
271,098
-636
53
$29.6M 0.23%
505,209
+23,679
54
$27.7M 0.21%
447,504
+29,620
55
$27M 0.21%
597,833
+130,877
56
$22.8M 0.17%
166,924
-2,706
57
$21.3M 0.16%
210,644
+13,241
58
$20.9M 0.16%
224,858
-4,463
59
$19.7M 0.15%
288,093
-20,812
60
$19.5M 0.15%
378,185
-107,579
61
$18.8M 0.14%
218,957
+43,381
62
$18M 0.14%
163,113
-1,703
63
$17.9M 0.14%
288,475
-16,171
64
$15.5M 0.12%
493,874
-24,081
65
$13.2M 0.1%
49,341
-4,862
66
$13.1M 0.1%
148,084
-4,589
67
$13.1M 0.1%
146,168
-11,714
68
$13M 0.1%
159,968
-3,637
69
$13M 0.1%
196,406
-17,283
70
$12.6M 0.1%
78,236
-993
71
$11.4M 0.09%
47,122
-1,056
72
$10.6M 0.08%
144,612
+27,692
73
$9.09M 0.07%
118,888
-4,796
74
$8.6M 0.07%
154,985
-14,997
75
$8.32M 0.06%
93,857
-2,860
1 2
3
4 5