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
$54.1M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$4.9M
2 +$197K
3 +$91.6K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$74K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$46K

Top Sells

1 +$3.95M
2 +$2.77M
3 +$2.27M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$2.15M
5
AMZN icon
Amazon
AMZN
+$713K

Sector Composition

1 Technology 1.32%
2 Energy 0.96%
3 Healthcare 0.79%
4 Consumer Staples 0.4%
5 Industrials 0.21%