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
126
$757K 0.01%
8,970
-738
127
$746K 0.01%
15,894
-4,516
128
$723K 0.01%
6,017
-1,525
129
$719K 0.01%
16,074
-353
130
$715K 0.01%
14,356
-5,164
131
$714K 0.01%
4,199
-180
132
$702K 0.01%
14,637
-3,438
133
$693K 0.01%
4,116
-215
134
$673K 0.01%
6,282
-1,351
135
$639K ﹤0.01%
4,817
+1,449
136
$629K ﹤0.01%
11,475
-2,113
137
$619K ﹤0.01%
9,036
-1,961
138
$611K ﹤0.01%
4,390
-492
139
$596K ﹤0.01%
10,742
-2,203
140
$583K ﹤0.01%
19,945
+1,397
141
$580K ﹤0.01%
14,517
-3,636
142
$572K ﹤0.01%
8,035
-848
143
$543K ﹤0.01%
753
-155
144
$542K ﹤0.01%
7,580
-1,355
145
$533K ﹤0.01%
14,470
-4,921
146
$524K ﹤0.01%
4,357
-948
147
$508K ﹤0.01%
6,506
-1,608
148
$506K ﹤0.01%
2,202
-414
149
$504K ﹤0.01%
10,088
-1,670
150
$504K ﹤0.01%
2,351
-460
4 5
6
7 8