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
$65M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$122K
3
+$107K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$83.1K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$74.3K

Top Sells

1
+$2.72M
2
+$2.46M
3
+$2.35M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.18M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.44M

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 1.13%
3 Energy 1%
4 Healthcare 0.78%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
51
Qualcomm
QCOM
$180B
$37K 0.06%
290
+1
BA icon
52
Boeing
BA
$164B
$35K 0.05%
259
BOND icon
53
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.97B
$32K 0.05%
337
CHIQ icon
54
Global X MSCI China Consumer Discretionary ETF
CHIQ
$247M
$31K 0.05%
+1,290
JPM icon
55
JPMorgan Chase
JPM
$823B
$29K 0.04%
258
+2
PZA icon
56
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.28B
$27K 0.04%
1,132
+7
MINT icon
57
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$26K 0.04%
262
DE icon
58
Deere & Co
DE
$125B
$25K 0.04%
82
CVX icon
59
Chevron
CVX
$311B
$20K 0.03%
136
VRTX icon
60
Vertex Pharmaceuticals
VRTX
$107B
$20K 0.03%
70
GE icon
61
GE Aerospace
GE
$321B
$17K 0.03%
421
WPM icon
62
Wheaton Precious Metals
WPM
$47.9B
$15K 0.02%
423
PRU icon
63
Prudential Financial
PRU
$35.7B
$12K 0.02%
121
LW icon
64
Lamb Weston
LW
$9.15B
$10K 0.02%
143
NEM icon
65
Newmont
NEM
$104B
$10K 0.02%
175
BNDD icon
66
Quadratic Deflation ETF
BNDD
$10.1M
$9K 0.01%
390
DD icon
67
DuPont de Nemours
DD
$33.9B
$8K 0.01%
142
PLBY icon
68
Playboy Inc
PLBY
$145M
$8K 0.01%
1,328
SCHD icon
69
Schwab US Dividend Equity ETF
SCHD
$70.6B
$8K 0.01%
315
VWE
70
DELISTED
Vintage Wine Estates, Inc. Common Stock
VWE
$8K 0.01%
1,000
CTVA icon
71
Corteva
CTVA
$42.1B
$8K 0.01%
142
AG icon
72
First Majestic Silver
AG
$7.04B
$7K 0.01%
1,042
DOW icon
73
Dow Inc
DOW
$15.3B
$7K 0.01%
142
RSPH icon
74
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$741M
$7K 0.01%
260
EXK
75
Endeavour Silver
EXK
$2.71B
$6K 0.01%
1,975
1 2
3
4 5