TAT
TD Ameritrade Trust Portfolio holdings
AUM
$285M
This Quarter Return
+2.06%
1 Year Return
-0.17%
3 Year Return
+21.72%
5 Year Return
+22.1%
10 Year Return
–
AUM
$326M
AUM Growth
+$326M
(-8.4%)
Cap. Flow
-$36.7M
Cap. Flow
% of AUM
-11.24%
Top 10 Holdings %
Top 10 Hldgs %
59.4%
Holding
47
New
–
Increased
24
Reduced
15
Closed
8
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.88M |
| 2 |
Schwab International Equity ETF
SCHF
|
$3.05M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.04M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$2.55M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.52M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$11.4M |
| 2 |
Vanguard Mid-Cap Value ETF
VOE
|
$9.03M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$7.92M |
| 4 |
SPDR Dow Jones REIT ETF
RWR
|
$5.8M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$5.61M |
