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
76
$31K ﹤0.01%
630
-278
77
$24K ﹤0.01%
940
+120
78
$18K ﹤0.01%
+160
79
$9K ﹤0.01%
488
+103
80
$7K ﹤0.01%
246
81
$6K ﹤0.01%
117
82
$5K ﹤0.01%
195
83
$5K ﹤0.01%
96
-216,830
84
$4K ﹤0.01%
+78
85
$4K ﹤0.01%
+240
86
$4K ﹤0.01%
76
-168
87
$2K ﹤0.01%
64
-85
88
$2K ﹤0.01%
78
89
$2K ﹤0.01%
28
-38
90
$0 ﹤0.01%
7
-26
91
– –
-51
92
$0 ﹤0.01%
+7
93
– –
-303,325
1 2 3
4