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
$69.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.64M
3
+$4.87M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$3.69M
5
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$3.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.91%
2 Financials 2.82%
3 Healthcare 2.27%
4 Energy 1.3%
5 Real Estate 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31K 0.04%
+700
77
$29K 0.04%
+838
78
$28K 0.04%
+300
79
$28K 0.04%
+1,065
80
$25K 0.04%
+400
81
$24K 0.03%
+200
82
$24K 0.03%
+275
83
$23K 0.03%
+500
84
$22K 0.03%
+238
85
$22K 0.03%
+100
86
$21K 0.03%
+100
87
$21K 0.03%
+333
88
$20K 0.03%
+150
89
$18K 0.03%
+411
90
$18K 0.03%
+932
91
$16K 0.02%
+136
92
$16K 0.02%
+555
93
$16K 0.02%
+942
94
$15K 0.02%
+70
95
$15K 0.02%
+375
96
$14K 0.02%
+470
97
$13K 0.02%
+1,000
98
$13K 0.02%
+423
99
$13K 0.02%
+1,042
100
$13K 0.02%
+278
2 3
4
5 6