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
$346M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.74M
2 +$3.85M
3 +$3.18M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.49M

Top Sells

1 +$6.36M
2 +$6.02M
3 +$3.99M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.03M
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$1.02M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-706