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
$4.11B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$23.3M
3
+$21.5M
4
VTV icon
Vanguard Value ETF
VTV
+$15.6M
5
VUG icon
Vanguard Growth ETF
VUG
+$14.5M

Top Sells

1
+$20.8M
2
+$14.2M
3
+$13.8M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$504K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$436K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7K ﹤0.01%
132
77
$6K ﹤0.01%
291
78
$6K ﹤0.01%
251
79
$5K ﹤0.01%
141
80
$4K ﹤0.01%
144
81
$3K ﹤0.01%
75
82
$3K ﹤0.01%
37
+15
83
$3K ﹤0.01%
+105
84
$1K ﹤0.01%
15
-1
85
– –
-255
1 2 3
4