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
$81.9M
AUM Growth
+$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.82M
3
+$1.21M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.2M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.03M

Top Sells

1
+$3.04M
2
+$1.28M
3
+$1.22M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$825K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$471K

Sector Composition

1 Technology 3.84%
2 Consumer Staples 2.99%
3 Financials 2.56%
4 Consumer Discretionary 1.51%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$87K 0.11%
320
-5
52
$82K 0.1%
552
53
$81K 0.1%
739
-55
54
$80K 0.1%
1,024
55
$76K 0.09%
356
+40
56
$74K 0.09%
794
57
$72K 0.09%
1,958
-53
58
$60K 0.07%
2,577
+41
59
$60K 0.07%
409
60
$57K 0.07%
243
-57
61
$56K 0.07%
17,738
62
$56K 0.07%
208
-4
63
$55K 0.07%
1,008
+16
64
$54K 0.07%
506
+75
65
$52K 0.06%
164
66
$50K 0.06%
2,790
+37
67
$49K 0.06%
1,960
68
$47K 0.06%
900
+525
69
$46K 0.06%
302
+21
70
$44K 0.05%
2,858
71
$43K 0.05%
750
+50
72
$40K 0.05%
243
73
$38K 0.05%
2,616
74
$37K 0.05%
1,801
+5
75
$37K 0.05%
750
+5
1 2
3
4 5