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
$83M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.16M
3
+$2.64M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.14M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.48M

Top Sells

1
+$3.18M
2
+$2.45M
3
+$1.99M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.61M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.32M

Sector Composition

1 Financials 4.2%
2 Consumer Discretionary 1.61%
3 Communication Services 1.4%
4 Technology 1.04%
5 Consumer Staples 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$83K 0.1%
552
52
$82K 0.1%
1,908
53
$73K 0.09%
2,228
+384
54
$72K 0.09%
+540
55
$70K 0.08%
1,186
+2
56
$68K 0.08%
+909
57
$66K 0.08%
302
-114
58
$66K 0.08%
877
59
$62K 0.07%
3,397
+538
60
$60K 0.07%
2,694
+39
61
$60K 0.07%
409
62
$57K 0.07%
2,858
63
$55K 0.07%
163
64
$55K 0.07%
+685
65
$54K 0.07%
1,023
+7
66
$53K 0.06%
2,616
67
$52K 0.06%
+1,071
68
$50K 0.06%
+21
69
$50K 0.06%
1,814
+5
70
$47K 0.06%
1,615
+1,153
71
$47K 0.06%
243
72
$46K 0.06%
431
-100
73
$43K 0.05%
862
+592
74
$41K 0.05%
750
75
$41K 0.05%
252
+1
1 2
3
4 5