DTIM

Danda Trouve Investment Management Portfolio holdings

AUM $54.1M
This Quarter Return
+15.21%
1 Year Return
-13.18%
3 Year Return
+13.05%
5 Year Return
10 Year Return
AUM
$66.1M
AUM Growth
+$66.1M
Cap. Flow
+$11.1M
Cap. Flow %
16.82%
Top 10 Hldgs %
58.93%
Holding
191
New
22
Increased
46
Reduced
36
Closed
31
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IHI icon
101
iShares US Medical Devices ETF
IHI
$4.33B
$9K 0.01% 35
LULU icon
102
lululemon athletica
LULU
$24.2B
$9K 0.01% +30 New +$9K
XLK icon
103
Technology Select Sector SPDR Fund
XLK
$83.9B
$9K 0.01% 90 -10 -10% -$1K
DD icon
104
DuPont de Nemours
DD
$32.2B
$8K 0.01% 142
SVM
105
Silvercorp Metals
SVM
$1.06B
$8K 0.01% 1,490
BGT icon
106
BlackRock Floating Rate Income Trust
BGT
$319M
$7K 0.01% 657
FSM icon
107
Fortuna Silver Mines
FSM
$2.36B
$7K 0.01% 1,450
PAAS icon
108
Pan American Silver
PAAS
$12.3B
$7K 0.01% 236
PHM icon
109
Pultegroup
PHM
$26B
$7K 0.01% +200 New +$7K
PRU icon
110
Prudential Financial
PRU
$38.6B
$7K 0.01% 121
DOW icon
111
Dow Inc
DOW
$17.5B
$6K 0.01% 142
EPD icon
112
Enterprise Products Partners
EPD
$69.6B
$6K 0.01% 356
RSPH icon
113
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$710M
$6K 0.01% 26 -11 -30% -$2.54K
SHW icon
114
Sherwin-Williams
SHW
$91.2B
$6K 0.01% +10 New +$6K
SPY icon
115
SPDR S&P 500 ETF Trust
SPY
$658B
$6K 0.01% 20 -100 -83% -$30K
UPS icon
116
United Parcel Service
UPS
$74.1B
$6K 0.01% +50 New +$6K
EXK
117
Endeavour Silver
EXK
$1.81B
$5K 0.01% 1,975
PYPL icon
118
PayPal
PYPL
$67.1B
$5K 0.01% +30 New +$5K
CTVA icon
119
Corteva
CTVA
$50.4B
$4K 0.01% 142
SCHB icon
120
Schwab US Broad Market ETF
SCHB
$36.2B
$4K 0.01% 53
SIRI icon
121
SiriusXM
SIRI
$7.96B
$4K 0.01% 623 +2 +0.3% +$13
TGT icon
122
Target
TGT
$43.6B
$4K 0.01% +30 New +$4K
V icon
123
Visa
V
$683B
$4K 0.01% +20 New +$4K
CCL icon
124
Carnival Corp
CCL
$43.2B
$3K ﹤0.01% 166
EFV icon
125
iShares MSCI EAFE Value ETF
EFV
$27.8B
$3K ﹤0.01% 85 +1 +1% +$35