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
$54.1M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$197K
3
+$91.6K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$74K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$46K

Top Sells

1
+$3.95M
2
+$2.77M
3
+$2.27M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$2.15M
5
AMZN icon
Amazon
AMZN
+$713K

Sector Composition

1 Technology 1.32%
2 Energy 0.96%
3 Healthcare 0.79%
4 Consumer Staples 0.4%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
51
3M
MMM
$89.1B
$38K 0.07%
409
XLV icon
52
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$36K 0.07%
+300
ZTS icon
53
Zoetis
ZTS
$54.9B
$36K 0.07%
243
QCOM icon
54
Qualcomm
QCOM
$171B
$33K 0.06%
292
+2
BA icon
55
Boeing
BA
$194B
$31K 0.06%
259
TWTR
56
DELISTED
Twitter, Inc.
TWTR
$31K 0.06%
+714
BOND icon
57
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.94B
$30K 0.06%
338
+1
SCHD icon
58
Schwab US Dividend Equity ETF
SCHD
$75.6B
$29K 0.05%
1,326
+1,011
TUR icon
59
iShares MSCI Turkey ETF
TUR
$234M
$29K 0.05%
+1,328
DE icon
60
Deere & Co
DE
$139B
$28K 0.05%
82
JPM icon
61
JPMorgan Chase
JPM
$842B
$27K 0.05%
260
+2
SHYG icon
62
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$8.06B
$27K 0.05%
+677
VBR icon
63
Vanguard Small-Cap Value ETF
VBR
$34.2B
$27K 0.05%
+185
DLS icon
64
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$26K 0.05%
+500
MINT icon
65
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.7B
$25K 0.05%
252
-10
PZA icon
66
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.32B
$25K 0.05%
1,142
+10
EEM icon
67
iShares MSCI Emerging Markets ETF
EEM
$22.9B
$24K 0.04%
+700
IVV icon
68
iShares Core S&P 500 ETF
IVV
$761B
$23K 0.04%
+65
VRTX icon
69
Vertex Pharmaceuticals
VRTX
$112B
$20K 0.04%
70
CVX icon
70
Chevron
CVX
$332B
$20K 0.04%
136
SCHA icon
71
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$17K 0.03%
+920
GE icon
72
GE Aerospace
GE
$343B
$16K 0.03%
421
CORN icon
73
Teucrium Corn Fund
CORN
$45.5M
$15K 0.03%
+565
AMLP icon
74
Alerian MLP ETF
AMLP
$11B
$14K 0.03%
+386
VCIT icon
75
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.6B
$14K 0.03%
+190
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3
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