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
201
$261K ﹤0.01%
8,148
-944
202
$259K ﹤0.01%
2,370
+150
203
$257K ﹤0.01%
6,274
-1,958
204
$255K ﹤0.01%
2,632
-78
205
$250K ﹤0.01%
3,025
+834
206
$247K ﹤0.01%
4,026
-752
207
$245K ﹤0.01%
4,902
+180
208
$242K ﹤0.01%
6,061
-1,376
209
$240K ﹤0.01%
7,370
-115
210
$236K ﹤0.01%
3,830
-427
211
$236K ﹤0.01%
4,198
+375
212
$233K ﹤0.01%
2,512
+714
213
$231K ﹤0.01%
8,253
+202
214
$220K ﹤0.01%
1,254
+31
215
$219K ﹤0.01%
718
+5
216
$215K ﹤0.01%
2,236
+451
217
$211K ﹤0.01%
4,359
-2,460
218
$206K ﹤0.01%
1,789
+28
219
$187K ﹤0.01%
949
+432
220
$186K ﹤0.01%
2,120
+380
221
$186K ﹤0.01%
7,097
+1,663
222
$185K ﹤0.01%
6,102
+231
223
$184K ﹤0.01%
1,382
+33
224
$180K ﹤0.01%
3,948
+27
225
$178K ﹤0.01%
1,120
-30
7 8
9
10 11