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
$3.27B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19.9M
3
+$16M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$13.7M
5
VTV icon
Vanguard Value ETF
VTV
+$12.6M

Top Sells

1
+$3.36M
2
+$361K
3
+$222K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$182K
5
DWM icon
WisdomTree International Equity Fund
DWM
+$169K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$64K ﹤0.01%
3,493
-2,377
77
$56K ﹤0.01%
964
+276
78
$55K ﹤0.01%
2,784
-746
79
$45K ﹤0.01%
1,924
-36
80
$40K ﹤0.01%
781
+207
81
$34K ﹤0.01%
547
82
$33K ﹤0.01%
868
-2,200
83
$30K ﹤0.01%
271
-57
84
$28K ﹤0.01%
116
-58
85
$27K ﹤0.01%
1,053
-131,003
86
$26K ﹤0.01%
698
+4
87
$25K ﹤0.01%
567
88
$24K ﹤0.01%
297
-758
89
$23K ﹤0.01%
1,650
90
$19K ﹤0.01%
399
91
$19K ﹤0.01%
182
-271
92
$18K ﹤0.01%
669
+22
93
$17K ﹤0.01%
324
-752
94
$17K ﹤0.01%
685
-335
95
$16K ﹤0.01%
296
96
$14K ﹤0.01%
725
97
$12K ﹤0.01%
370
+10
98
$11K ﹤0.01%
424
-1,840
99
$11K ﹤0.01%
352
100
$10K ﹤0.01%
303
+83
1 2 3
4
5