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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%
+7
352
$2K ﹤0.01%
+48
353
$2K ﹤0.01%
+64
354
$2K ﹤0.01%
+98
355
$2K ﹤0.01%
+16
356
$2K ﹤0.01%
+24
357
$2K ﹤0.01%
+29
358
$2K ﹤0.01%
+46
359
$2K ﹤0.01%
+43
360
$2K ﹤0.01%
+110
361
$2K ﹤0.01%
+50
362
$2K ﹤0.01%
+17
363
$2K ﹤0.01%
+37
364
$2K ﹤0.01%
+29
365
$2K ﹤0.01%
+23
366
$2K ﹤0.01%
+25
367
$2K ﹤0.01%
+51
368
$2K ﹤0.01%
+10
369
$2K ﹤0.01%
+15
370
$2K ﹤0.01%
+20
371
$2K ﹤0.01%
+53
372
$2K ﹤0.01%
+73
373
$2K ﹤0.01%
+14
374
$2K ﹤0.01%
+25
375
$2K ﹤0.01%
+62
13 14
15
16 17