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
$84.2M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.44M
3
+$1.05M
4
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$669K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$185K

Top Sells

1
+$1.88M
2
+$989K
3
+$913K
4
CLVR
Clever Leaves Holdings Inc. Common Shares
CLVR
+$708K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$560K

Sector Composition

1 Financials 2.82%
2 Communication Services 2.12%
3 Consumer Discretionary 1.62%
4 Consumer Staples 1.52%
5 Energy 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31K 0.04%
+1,619
77
$30K 0.04%
1,105
+6
78
$29K 0.03%
432
-14,738
79
$28K 0.03%
+1,081
80
$28K 0.03%
422
81
$28K 0.03%
163
82
$28K 0.03%
+361
83
$27K 0.03%
+1,042
84
$26K 0.03%
411
85
$25K 0.03%
678
-88
86
$25K 0.03%
+105
87
$24K 0.03%
375
+200
88
$24K 0.03%
945
+900
89
$24K 0.03%
+1,940
90
$22K 0.03%
+382
91
$21K 0.02%
+575
92
$21K 0.02%
+43
93
$20K 0.02%
160
+40
94
$20K 0.02%
+617
95
$19K 0.02%
423
96
$19K 0.02%
+647
97
$18K 0.02%
+292
98
$16K 0.02%
1,042
99
$15K 0.02%
+190
100
$15K 0.02%
+288
2 3
4
5 6