We are live on
!
Find out more
DTIM
Danda Trouve Investment Management Portfolio holdings
AUM
$54.1M
1-Year Est. Return
13.18%
This Fund
S&P 500
This Quarter
Est. Return
+6.43%
1 Year Est. Return
-13.18%
3 Year Est. Return
+13.04%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$69.5M
AUM Growth
–
Cap. Flow
+$67.1M
Cap. Flow
% of AUM
96.63%
Top 10 Holdings %
Top 10 Hldgs %
57.3%
Holding
175
New
175
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Technology ETF
IYW
|
+$7.52M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$5.41M |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
+$4.71M |
| 4 |
iShares Global Healthcare ETF
IXJ
|
+$3.48M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$3.28M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.91% |
| 2 | Financials | 2.82% |
| 3 | Healthcare | 2.27% |
| 4 | Energy | 1.3% |
| 5 | Real Estate | 1.01% |
Similar funds
NHSP
HCM
PCM
FC
BI
MCAI
AEPIP
SAM
Danda Trouve Investment Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Danda Trouve Investment Management, which disclosed 175 positions worth $69.5M. Its ten largest holdings account for 57% of the portfolio.
Its largest position is iShares US Technology ETF: 138,200 shares worth $8.04M.
By sector, the portfolio is most concentrated in Technology at 2.9% of assets, followed by Financials and Healthcare.
- Danda Trouve Investment Management's largest Q4 2019 buy was iShares US Technology ETF: 138,200 shares worth $8.04M.
- Danda Trouve Investment Management's ten largest holdings make up 57% of its $69.5M portfolio in Q4 2019.
- Danda Trouve Investment Management disclosed 175 positions in Q4 2019, its first 13F filing on record.
Based on Danda Trouve Investment Management's 13F filing for Q4 2019, filed 6 Mar 2020.