TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Quarter Est. Return
1 Year Est. Return
+7.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.84B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$23.9M
3
+$18.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$16.4M
5
VTV icon
Vanguard Value ETF
VTV
+$13.8M

Top Sells

1
+$30.5M
2
+$20.1M
3
+$14.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.4M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$8.97M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6K ﹤0.01%
389
-33
77
$5K ﹤0.01%
279
78
$5K ﹤0.01%
+108
79
$4K ﹤0.01%
51
+3
80
$3K ﹤0.01%
64
81
$3K ﹤0.01%
75
82
$3K ﹤0.01%
75
83
$1K ﹤0.01%
54
84
$1K ﹤0.01%
+23
85
$1K ﹤0.01%
+12
86
– –
-270
87
– –
-92
88
– –
-9
1 2 3
4