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
401
$1K ﹤0.01%
+15
402
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403
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+5
404
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405
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+24
406
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407
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+24
408
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+8
409
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+15
410
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+9
411
$1K ﹤0.01%
+15
412
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+11
413
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+63
414
$1K ﹤0.01%
+19
415
$1K ﹤0.01%
+39
416
$1K ﹤0.01%
+17
417
$1K ﹤0.01%
+56
418
$1K ﹤0.01%
+13
419
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+15
420
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+23
421
$1K ﹤0.01%
+64
422
$1K ﹤0.01%
25
423
$1K ﹤0.01%
18
424
$1K ﹤0.01%
+42
425
$1K ﹤0.01%
+56
15 16
17
18 19