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
$79.9M
AUM Growth
-$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.89M
3
+$4.37M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.03M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$2.57M

Top Sells

1
+$6.04M
2
+$3.63M
3
+$3.55M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.1M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.73M

Sector Composition

1 Financials 3.22%
2 Consumer Discretionary 1.38%
3 Technology 1.24%
4 Energy 0.92%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K 0.02%
175
77
$14K 0.02%
121
78
$10K 0.01%
390
-300
79
$10K 0.01%
142
80
$10K 0.01%
1,000
81
$9K 0.01%
142
82
$9K 0.01%
1,975
83
$9K 0.01%
143
84
$8K 0.01%
142
85
$8K 0.01%
260
86
$8K 0.01%
315
87
$8K 0.01%
21
88
$7K 0.01%
193
+14
89
$6K 0.01%
100
90
$6K 0.01%
1,450
91
$6K 0.01%
+100
92
$6K 0.01%
236
93
$5K 0.01%
135
94
$5K 0.01%
+12
95
$3K ﹤0.01%
166
96
$3K ﹤0.01%
62
97
$3K ﹤0.01%
87
98
$3K ﹤0.01%
32
99
$3K ﹤0.01%
63
100
$3K ﹤0.01%
236
2 3
4
5 6