TAT
TD Ameritrade Trust Portfolio holdings
AUM
$285M
This Quarter Return
-1.79%
1 Year Return
-0.17%
3 Year Return
+21.72%
5 Year Return
+22.1%
10 Year Return
–
AUM
$325M
AUM Growth
–
Cap. Flow
+$325M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.01%
Holding
44
New
44
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$29.2M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$29M |
| 3 |
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
|
$27.3M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$24.7M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$24.6M |
Top Sells
No sells this quarter
