DTIM

Danda Trouve Investment Management Portfolio holdings

AUM $54.1M
1-Year Est. Return 13.18%
This Quarter Est. Return
1 Year Est. Return
-13.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.3M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.83M
3
+$1.95M
4
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$1.08M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$415K

Top Sells

1
+$2.46M
2
+$2.41M
3
+$1.83M
4
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.1M
5
MTCH icon
Match Group
MTCH
+$933K

Sector Composition

1 Financials 4.58%
2 Consumer Discretionary 1.45%
3 Consumer Staples 1.17%
4 Technology 1.09%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$707K 0.8%
1,246
27
$619K 0.7%
4,814
-2,461
28
$440K 0.5%
5,140
-248
29
$281K 0.32%
4,777
-323
30
$242K 0.27%
+9,450
31
$211K 0.24%
8,115
-2,036
32
$205K 0.23%
+7,638
33
$172K 0.19%
+1,163
34
$168K 0.19%
1,268
-1,246
35
$156K 0.18%
+4,926
36
$156K 0.18%
7,491
+64
37
$142K 0.16%
+1,713
38
$135K 0.15%
778
-785
39
$128K 0.15%
746
+5
40
$118K 0.13%
1,637
+1
41
$113K 0.13%
1,920
+12
42
$108K 0.12%
662
43
$108K 0.12%
+10,652
44
$106K 0.12%
3,964
+3,425
45
$100K 0.11%
+5,028
46
$92K 0.1%
1,260
+810
47
$89K 0.1%
514
-38
48
$89K 0.1%
9,196
+103
49
$85K 0.1%
605
-134
50
$82K 0.09%
+704
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