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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
+$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$37.1M
3
+$27.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$23.6M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$22.9M

Top Sells

1
+$98.9M
2
+$33.9M
3
+$18.9M
4
BND icon
Vanguard Total Bond Market
BND
+$16M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.1M

Sector Composition

1 Financials 0.08%
2 Healthcare 0.06%
3 Technology 0.05%
4 Energy 0.04%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
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-63
677
$0 ﹤0.01%
+1
678
– –
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679
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680
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681
– –
-265
682
$0 ﹤0.01%
18
683
$0 ﹤0.01%
18
684
– –
-1,278
685
– –
-187
686
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687
– –
-829
688
– –
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689
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-11
690
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-10
691
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-203
692
– –
-187
693
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694
$0 ﹤0.01%
3
695
$0 ﹤0.01%
2
696
– –
-1
697
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-41
698
– –
-8
699
$0 ﹤0.01%
3
700
$0 ﹤0.01%
9
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