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
$4.36B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$30.7M
3
+$28.2M
4
VTV icon
Vanguard Value ETF
VTV
+$18.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$17.3M

Top Sells

1
+$12.8M
2
+$10.9M
3
+$9.44M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$7.24M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K ﹤0.01%
278
+27
77
$5K ﹤0.01%
291
78
$4K ﹤0.01%
46
+9
79
$4K ﹤0.01%
258
-244
80
$3K ﹤0.01%
75
81
$3K ﹤0.01%
120
-500
82
$1K ﹤0.01%
24
-120
83
$1K ﹤0.01%
12
-3
84
– –
-105
1 2 3
4