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
76
$59K ﹤0.01%
2,820
-330
77
$52K ﹤0.01%
970
+474
78
$44K ﹤0.01%
+1,037
79
$39K ﹤0.01%
515
-440,582
80
$38K ﹤0.01%
+472
81
$34K ﹤0.01%
532
+110
82
$33K ﹤0.01%
3,720
+640
83
$27K ﹤0.01%
1,479
+618
84
$25K ﹤0.01%
756
85
$24K ﹤0.01%
854
-150
86
$24K ﹤0.01%
468
-70
87
$23K ﹤0.01%
+383
88
$21K ﹤0.01%
513
89
$21K ﹤0.01%
353
-170
90
$17K ﹤0.01%
560
91
$14K ﹤0.01%
+268
92
$13K ﹤0.01%
677
93
$10K ﹤0.01%
+270
94
$9K ﹤0.01%
123
+42
95
$9K ﹤0.01%
136
-92
96
$8K ﹤0.01%
+98
97
$8K ﹤0.01%
160
+4
98
$8K ﹤0.01%
93
-63,455
99
$7K ﹤0.01%
+121
100
$7K ﹤0.01%
86
+83
1 2 3
4
5