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
176
$364K ﹤0.01%
2,268
-515
177
$360K ﹤0.01%
3,304
-76,476
178
$359K ﹤0.01%
1,725
-435
179
$352K ﹤0.01%
3,886
-954
180
$350K ﹤0.01%
5,618
-1,415
181
$350K ﹤0.01%
12,141
-238
182
$338K ﹤0.01%
6,783
-106
183
$325K ﹤0.01%
3,715
-939
184
$324K ﹤0.01%
15,583
+967
185
$322K ﹤0.01%
5,684
-4,523
186
$321K ﹤0.01%
16,176
187
$313K ﹤0.01%
1,920
-760
188
$310K ﹤0.01%
5,039
-1,278
189
$303K ﹤0.01%
3,504
-3,338
190
$302K ﹤0.01%
1,104
-9
191
$300K ﹤0.01%
4,128
-879
192
$294K ﹤0.01%
837
+49
193
$290K ﹤0.01%
8,118
+160
194
$286K ﹤0.01%
6,020
-623
195
$285K ﹤0.01%
12,128
-1,724
196
$283K ﹤0.01%
+5,000
197
$279K ﹤0.01%
7,992
+198
198
$277K ﹤0.01%
8,267
-627
199
$266K ﹤0.01%
3,040
+700
200
$265K ﹤0.01%
8,989
+8,679
6 7
8
9 10