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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
$12.3B
AUM Growth
+$528M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$147M
3
+$68.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$59.6M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$52M

Top Sells

1
+$193M
2
+$106M
3
+$93.6M
4
IXP icon
iShares Global Comm Services ETF
IXP
+$60.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$54.2M

Sector Composition

1 Financials 0.03%
2 Technology 0.02%
3 Healthcare 0.02%
4 Energy 0.02%
5 Industrials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-87
577
$0 ﹤0.01%
+200
578
– –
-68
579
– –
-14
580
$0 ﹤0.01%
+1
581
– –
-1,200
582
$0 ﹤0.01%
3
-43
583
– –
-1,791
584
$0 ﹤0.01%
3
-38
585
– –
-1,510
586
– –
-19
587
– –
-59
588
– –
-20
589
– –
-76
590
$0 ﹤0.01%
+2
591
– –
-1,100
592
$0 ﹤0.01%
+153
593
– –
-1,585
594
$0 ﹤0.01%
3
-32
595
– –
-5
596
– –
-64
597
– –
-1,035
598
– –
-415
599
– –
-250
600
– –
-1,000
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