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
76
$7.19M 0.05%
106,715
-10,464
77
$6.63M 0.05%
55,889
-8,985
78
$6.44M 0.05%
84,362
-7,334
79
$5.04M 0.04%
22,527
+617
80
$4.7M 0.04%
111,967
+20,746
81
$4.6M 0.04%
55,850
-3,924
82
$4.59M 0.03%
163,485
-4,239
83
$4.48M 0.03%
46,084
-1,715
84
$3.92M 0.03%
53,820
-13,631
85
$3.92M 0.03%
32,649
+165
86
$3.71M 0.03%
9,914
-167
87
$3.2M 0.02%
9,034
+799
88
$3.08M 0.02%
27,004
-5,712
89
$2.92M 0.02%
14,326
-1,036
90
$2.78M 0.02%
53,687
-7,333
91
$2.71M 0.02%
29,577
-4,449
92
$2.56M 0.02%
36,924
-2,189
93
$2.54M 0.02%
61,661
+4,656
94
$2.43M 0.02%
44,569
+6,218
95
$2.43M 0.02%
73,570
-3,188
96
$2.42M 0.02%
70,773
+6,925
97
$2.34M 0.02%
21,183
-489
98
$2.31M 0.02%
13,295
+2,451
99
$2.28M 0.02%
14,315
-4,598
100
$2.13M 0.02%
10,236
+1,339
2 3
4
5 6