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
$83M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.16M
3
+$2.64M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.14M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.48M

Top Sells

1
+$3.18M
2
+$2.45M
3
+$1.99M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.61M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.32M

Sector Composition

1 Financials 4.2%
2 Consumer Discretionary 1.61%
3 Communication Services 1.4%
4 Technology 1.04%
5 Consumer Staples 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38K 0.05%
+130
77
$37K 0.04%
336
+1
78
$37K 0.04%
131
79
$37K 0.04%
286
+1
80
$37K 0.04%
+55
81
$34K 0.04%
+113
82
$34K 0.04%
1,081
+434
83
$34K 0.04%
+1,082
84
$33K 0.04%
+691
85
$30K 0.04%
1,112
+7
86
$29K 0.04%
+252
87
$29K 0.04%
+450
88
$29K 0.04%
680
+318
89
$29K 0.04%
+538
90
$28K 0.03%
+126
91
$28K 0.03%
+635
92
$27K 0.03%
421
-1
93
$26K 0.03%
363
+2
94
$26K 0.03%
1,236
+895
95
$26K 0.03%
+124
96
$25K 0.03%
411
97
$25K 0.03%
+403
98
$24K 0.03%
+543
99
$24K 0.03%
+165
100
$23K 0.03%
2,390
+1,663
2 3
4
5 6