TAT
TD Ameritrade Trust Portfolio holdings
AUM
$285M
This Quarter Return
-0.58%
1 Year Return
-0.17%
3 Year Return
+21.72%
5 Year Return
+22.1%
10 Year Return
–
AUM
$264M
AUM Growth
+$264M
(-1.7%)
Cap. Flow
+$7.96M
Cap. Flow
% of AUM
3.02%
Top 10 Holdings %
Top 10 Hldgs %
86.84%
Holding
24
New
4
Increased
7
Reduced
11
Closed
–
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$7.52M |
| 2 |
ProShares Ultra S&P500
SSO
|
$6.2M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.88M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$3.41M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$394K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.51M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.43M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.08M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.97M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$940K |
