TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.7B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$462M
2
+$442M
3
+$411M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$256M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$126M

Top Sells

1
+$12.6M
2
+$8.37M
3
+$3.82M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.11M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.47M

Sector Composition

1 Financials 0.01%
2 Technology 0%
3 Healthcare 0%
4 Energy 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
+98
327
$2K ﹤0.01%
+73
328
$2K ﹤0.01%
+14
329
$2K ﹤0.01%
+25
330
$2K ﹤0.01%
+62
331
$2K ﹤0.01%
+57
332
$2K ﹤0.01%
+43
333
$2K ﹤0.01%
+17
334
$2K ﹤0.01%
+12
335
$2K ﹤0.01%
+9
336
$2K ﹤0.01%
+8
337
$2K ﹤0.01%
+52
338
$2K ﹤0.01%
+61
339
$2K ﹤0.01%
+49
340
$2K ﹤0.01%
+21
341
$2K ﹤0.01%
+62
342
$2K ﹤0.01%
+19
343
$2K ﹤0.01%
+47
344
$2K ﹤0.01%
+85
345
$2K ﹤0.01%
+45
346
$2K ﹤0.01%
+24
347
$2K ﹤0.01%
+75
348
$2K ﹤0.01%
+45
349
$2K ﹤0.01%
+20
350
$2K ﹤0.01%
+15
12 13
14
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