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
151
$498K ﹤0.01%
+13,260
152
$497K ﹤0.01%
4,534
-1,047
153
$497K ﹤0.01%
10,364
-774
154
$497K ﹤0.01%
3,404
-745
155
$495K ﹤0.01%
4,539
-40
156
$490K ﹤0.01%
3,638
-1,058
157
$488K ﹤0.01%
2,706
-651
158
$467K ﹤0.01%
2,058
-409
159
$456K ﹤0.01%
2,865
-519
160
$453K ﹤0.01%
8,467
-2,227
161
$450K ﹤0.01%
4,511
-2,737
162
$436K ﹤0.01%
7,011
-1,407
163
$432K ﹤0.01%
8,925
+8,890
164
$427K ﹤0.01%
11,362
-4,173
165
$423K ﹤0.01%
26,320
-1,032
166
$413K ﹤0.01%
4,514
-1,172
167
$408K ﹤0.01%
8,666
-2,173
168
$407K ﹤0.01%
1,863
+120
169
$394K ﹤0.01%
808
+52
170
$390K ﹤0.01%
4,493
-45
171
$389K ﹤0.01%
2,821
-680
172
$386K ﹤0.01%
+4,514
173
$384K ﹤0.01%
8,670
-2,215
174
$383K ﹤0.01%
8,210
-2,084
175
$366K ﹤0.01%
4,301
+58
5 6
7
8 9