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
$88.3M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.83M
3
+$1.95M
4
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$1.08M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$415K

Top Sells

1
+$2.46M
2
+$2.41M
3
+$1.83M
4
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.1M
5
MTCH icon
Match Group
MTCH
+$933K

Sector Composition

1 Financials 4.58%
2 Consumer Discretionary 1.45%
3 Consumer Staples 1.17%
4 Technology 1.09%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76K 0.09%
1,245
+383
52
$75K 0.09%
1,758
53
$72K 0.08%
500
-40
54
$70K 0.08%
585
-209
55
$69K 0.08%
1,304
-799
56
$69K 0.08%
+404
57
$69K 0.08%
+2,650
58
$67K 0.08%
877
59
$65K 0.07%
259
+133
60
$62K 0.07%
1,039
+16
61
$62K 0.07%
1,091
+400
62
$61K 0.07%
409
63
$61K 0.07%
302
64
$60K 0.07%
2,858
65
$59K 0.07%
2,721
+27
66
$59K 0.07%
157
+44
67
$59K 0.07%
243
68
$58K 0.07%
431
69
$57K 0.06%
3,419
+22
70
$57K 0.06%
+745
71
$54K 0.06%
2,616
72
$53K 0.06%
287
+1
73
$48K 0.05%
1,818
+4
74
$45K 0.05%
755
+5
75
$44K 0.05%
131
1 2
3
4 5