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
$73.4M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.01M
3
+$1.33M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.3M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$1.22M

Top Sells

1
+$4.98M
2
+$2.2M
3
+$827K
4
HCA icon
HCA Healthcare
HCA
+$657K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$436K

Sector Composition

1 Technology 3.85%
2 Consumer Staples 3.28%
3 Financials 2.25%
4 Energy 0.66%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31K 0.04%
1,250
77
$30K 0.04%
200
+50
78
$29K 0.04%
400
-200
79
$29K 0.04%
1,086
+6
80
$27K 0.04%
878
81
$25K 0.03%
+100
82
$24K 0.03%
105
+75
83
$23K 0.03%
200
+39
84
$21K 0.03%
+600
85
$21K 0.03%
423
86
$20K 0.03%
578
-20
87
$19K 0.03%
70
88
$18K 0.02%
411
89
$18K 0.02%
+180
90
$17K 0.02%
375
+125
91
$15K 0.02%
180
-100
92
$12K 0.02%
285
93
$11K 0.02%
175
94
$11K 0.02%
1,490
95
$11K 0.02%
228
+150
96
$10K 0.01%
181
+1
97
$10K 0.01%
20
98
$10K 0.01%
1,042
99
$10K 0.01%
+550
100
$10K 0.01%
136
2 3
4
5 6