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
$81.2M
AUM Growth
-$705K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.63M
3
+$1.58M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.45M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M

Top Sells

1
+$2.17M
2
+$1.98M
3
+$1.88M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.38M
5
KBA icon
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
+$1M

Sector Composition

1 Financials 2.74%
2 Communication Services 1.98%
3 Consumer Discretionary 1.57%
4 Healthcare 1.44%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70K 0.09%
188
-20
52
$69K 0.08%
1,908
-50
53
$68K 0.08%
919
-105
54
$66K 0.08%
409
55
$61K 0.08%
2,616
+39
56
$53K 0.07%
1,008
57
$53K 0.07%
165
+1
58
$52K 0.06%
2,825
+35
59
$50K 0.06%
1,960
60
$48K 0.06%
2,858
61
$47K 0.06%
431
-75
62
$44K 0.05%
1,805
+4
63
$43K 0.05%
2,616
64
$38K 0.05%
750
65
$38K 0.05%
250
-623
66
$38K 0.05%
283
-19
67
$38K 0.05%
243
68
$37K 0.05%
335
+155
69
$32K 0.04%
579
-75
70
$31K 0.04%
612
71
$29K 0.04%
1,099
+7
72
$28K 0.03%
422
73
$26K 0.03%
163
74
$25K 0.03%
411
75
$23K 0.03%
+766
1 2
3
4 5