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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
651
– –
-877
652
– –
-548
653
– –
-177
654
– –
-1,972
655
– –
-11
656
$0 ﹤0.01%
53
657
$0 ﹤0.01%
50
658
$0 ﹤0.01%
296
659
– –
-445
660
– –
-175
661
$0 ﹤0.01%
2
662
– –
-244
663
– –
-324
664
– –
-28
665
$0 ﹤0.01%
+1
666
$0 ﹤0.01%
+1
667
$0 ﹤0.01%
+1
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