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
$69.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.64M
3
+$4.87M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$3.69M
5
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$3.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.91%
2 Financials 2.82%
3 Healthcare 2.27%
4 Energy 1.3%
5 Real Estate 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$62K 0.09%
+2,460
52
$61K 0.09%
+1,090
53
$60K 0.09%
+409
54
$59K 0.08%
+207
55
$58K 0.08%
+275
56
$58K 0.08%
+1,755
57
$54K 0.08%
+973
58
$53K 0.08%
+2,424
59
$51K 0.07%
+350
60
$51K 0.07%
+250
61
$50K 0.07%
+2,642
62
$49K 0.07%
+168
63
$47K 0.07%
+700
64
$47K 0.07%
+677
65
$43K 0.06%
+2,858
66
$42K 0.06%
+2,616
67
$42K 0.06%
+376
68
$38K 0.05%
+431
69
$37K 0.05%
+495
70
$35K 0.05%
+400
71
$35K 0.05%
+204
72
$35K 0.05%
+407
73
$32K 0.05%
+740
74
$32K 0.05%
+99
75
$32K 0.05%
+243
1 2
3
4 5