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
$88.3M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.83M
3
+$1.95M
4
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$1.08M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$415K

Top Sells

1
+$2.46M
2
+$2.41M
3
+$1.83M
4
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.1M
5
MTCH icon
Match Group
MTCH
+$933K

Sector Composition

1 Financials 4.58%
2 Consumer Discretionary 1.45%
3 Consumer Staples 1.17%
4 Technology 1.09%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$40K 0.05%
+113
77
$40K 0.05%
254
+2
78
$37K 0.04%
336
79
$36K 0.04%
580
-606
80
$35K 0.04%
286
+34
81
$34K 0.04%
+243
82
$30K 0.03%
1,118
+6
83
$28K 0.03%
82
-81
84
$25K 0.03%
421
85
$25K 0.03%
411
86
$23K 0.03%
126
-2
87
$19K 0.02%
585
-39
88
$18K 0.02%
+690
89
$18K 0.02%
+72
90
$18K 0.02%
423
91
$17K 0.02%
120
-40
92
$16K 0.02%
136
93
$15K 0.02%
70
94
$13K 0.01%
121
95
$12K 0.01%
1,042
96
$12K 0.01%
1,000
97
$11K 0.01%
142
98
$11K 0.01%
175
99
$10K 0.01%
+1,505
100
$9K 0.01%
143
2 3
4
5 6