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
351
$2K ﹤0.01%
+36
352
$2K ﹤0.01%
+154
353
$2K ﹤0.01%
+27
354
$2K ﹤0.01%
+76
355
$2K ﹤0.01%
+39
356
$2K ﹤0.01%
60
357
$2K ﹤0.01%
+7
358
$2K ﹤0.01%
+48
359
$2K ﹤0.01%
+16
360
$2K ﹤0.01%
+24
361
$2K ﹤0.01%
+29
362
$2K ﹤0.01%
+46
363
$2K ﹤0.01%
+43
364
$2K ﹤0.01%
+110
365
$2K ﹤0.01%
+50
366
$2K ﹤0.01%
+17
367
$2K ﹤0.01%
+37
368
$2K ﹤0.01%
+29
369
$2K ﹤0.01%
+23
370
$2K ﹤0.01%
+25
371
$2K ﹤0.01%
+51
372
$2K ﹤0.01%
+10
373
$2K ﹤0.01%
+15
374
$2K ﹤0.01%
+20
375
$2K ﹤0.01%
+53
13 14
15
16 17