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
$4.88B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$98M
2
+$66.6M
3
+$52.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$45.8M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$35.8M

Top Sells

1
+$95.9M
2
+$27.9M
3
+$17.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$14.6M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$14.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7K ﹤0.01%
156
-3
77
$6K ﹤0.01%
235
-10
78
$6K ﹤0.01%
387
-48
79
$5K ﹤0.01%
279
+2
80
$4K ﹤0.01%
53
-76
81
$3K ﹤0.01%
64
-120,828
82
$3K ﹤0.01%
75
83
$1K ﹤0.01%
54
-6
84
$1K ﹤0.01%
13
+1
85
– –
-141
86
– –
-96
87
– –
-1,505
1 2 3
4