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
$81.2M
AUM Growth
-$705K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.63M
3
+$1.58M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.45M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M

Top Sells

1
+$2.17M
2
+$1.98M
3
+$1.88M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.38M
5
KBA icon
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
+$1M

Sector Composition

1 Financials 2.74%
2 Communication Services 1.98%
3 Consumer Discretionary 1.57%
4 Healthcare 1.44%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20K 0.02%
255
+230
77
$19K 0.02%
80
-1,795
78
$18K 0.02%
+368
79
$16K 0.02%
1,042
80
$16K 0.02%
64
+34
81
$16K 0.02%
423
82
$15K 0.02%
70
83
$14K 0.02%
136
84
$14K 0.02%
+160
85
$12K 0.01%
+120
86
$11K 0.01%
142
87
$11K 0.01%
143
88
$11K 0.01%
175
89
$11K 0.01%
121
90
$11K 0.01%
285
91
$10K 0.01%
+1,000
92
$10K 0.01%
1,975
93
$10K 0.01%
+120
94
$10K 0.01%
+32
95
$10K 0.01%
250
96
$10K 0.01%
183
97
$9K 0.01%
142
98
$9K 0.01%
1,450
99
$9K 0.01%
+281
100
$8K 0.01%
+135
2 3
4
5 6