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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
$13.2B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$19.1M
3
+$15.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.1M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.3M

Top Sells

1
+$24.5M
2
+$24.4M
3
+$16.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.1M

Sector Composition

1 Financials 0.12%
2 Healthcare 0.08%
3 Technology 0.06%
4 Consumer Staples 0.05%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$0 ﹤0.01%
+2
652
$0 ﹤0.01%
45
-12
653
$0 ﹤0.01%
43
-10
654
– –
-1,056
655
– –
-102
656
$0 ﹤0.01%
18
-11
657
– –
-2
658
– –
-83
659
– –
-317
660
– –
-943
661
– –
-1,534
662
– –
-193
663
– –
-6
664
– –
-2,964
665
– –
-171
666
– –
-20
667
– –
-90
668
– –
-692
669
– –
-375
670
– –
-323
671
– –
-146
672
– –
-265
673
– –
-116
674
– –
-13
675
– –
-100
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