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
$69.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.64M
3
+$4.87M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$3.69M
5
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$3.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.91%
2 Financials 2.82%
3 Healthcare 2.27%
4 Energy 1.3%
5 Real Estate 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K 0.02%
+80
102
$12K 0.02%
+243
103
$11K 0.02%
+500
104
$11K 0.02%
+121
105
$10K 0.01%
+116
106
$10K 0.01%
+356
107
$10K 0.01%
+174
108
$10K 0.01%
+507
109
$9K 0.01%
+142
110
$9K 0.01%
+631
111
$9K 0.01%
+285
112
$9K 0.01%
+179
113
$8K 0.01%
+657
114
$8K 0.01%
+142
115
$8K 0.01%
+140
116
$8K 0.01%
+20
117
$8K 0.01%
+40
118
$8K 0.01%
+175
119
$8K 0.01%
+370
120
$8K 0.01%
+414
121
$8K 0.01%
+1,490
122
$8K 0.01%
+266
123
$8K 0.01%
+300
124
$7K 0.01%
+20
125
$7K 0.01%
+40
3 4
5
6 7