DTIM
Danda Trouve Investment Management Portfolio holdings
AUM
$54.1M
This Quarter Return
-6.34%
1 Year Return
-13.18%
3 Year Return
+13.05%
5 Year Return
–
10 Year Return
–
AUM
$54.1M
AUM Growth
+$54.1M
(-17%)
Cap. Flow
-$7.1M
Cap. Flow
% of AUM
-13.14%
Top 10 Holdings %
Top 10 Hldgs %
70.21%
Holding
137
New
28
Increased
19
Reduced
23
Closed
12
Top Buys
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.95M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.77M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$2.27M |
| 4 |
Vanguard World Funds Extended Duration ETF
EDV
|
$2.15M |
| 5 |
Amazon
AMZN
|
$713K |
Sector Composition
| 1 | Technology | 1.32% |
| 2 | Energy | 0.96% |
| 3 | Healthcare | 0.79% |
| 4 | Consumer Staples | 0.4% |
| 5 | Industrials | 0.21% |
