TAT

TD Ameritrade Trust Portfolio holdings

AUM $285M
1-Year Est. Return 0.17%
This Quarter Est. Return
1 Year Est. Return
-0.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$972K
3 +$734K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$510K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$339K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,089