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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
$12.2B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$145M
3
+$96.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$40.8M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$31.3M

Top Sells

1
+$216M
2
+$150M
3
+$80M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$62.6M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$53.1M

Sector Composition

1 Financials 0.08%
2 Healthcare 0.08%
3 Technology 0.06%
4 Industrials 0.06%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
25
-36
627
$1K ﹤0.01%
+10
628
$1K ﹤0.01%
+6
629
$1K ﹤0.01%
49
630
$1K ﹤0.01%
25
-200
631
$1K ﹤0.01%
+5
632
$1K ﹤0.01%
14
633
$1K ﹤0.01%
15
634
– –
-481
635
– –
-155
636
– –
-1
637
$0 ﹤0.01%
+1
638
– –
-181
639
– –
-241
640
– –
-111
641
– –
-12
642
– –
-40
643
– –
-2
644
– –
-1,069
645
– –
-1,744
646
– –
-68
647
– –
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648
– –
-53
649
– –
-107
650
– –
-46
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