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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
$3.95B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$68.4M
3
+$62.8M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$44.9M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$38.6M

Top Sells

1
+$216M
2
+$33.8M
3
+$25.6M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$25.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$25M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-352
102
– –
-2,898
103
– –
-19,110
104
– –
-360
105
– –
-370
106
– –
-246,387
107
– –
-277
108
– –
-687
109
– –
-497
110
– –
-117
111
– –
-257
112
– –
-388
113
– –
-380
114
– –
-93
115
– –
-152
116
– –
-925
117
– –
-324
118
– –
-412
119
– –
-260
120
– –
-52,557
121
– –
-3,416
122
– –
-112
123
– –
-2,784
1 2 3 4
5