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
1 Year Est. Return
-13.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.9M
AUM Growth
+$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.64M
3
+$1.21M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.09M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.02M

Top Sells

1
+$3.04M
2
+$1.22M
3
+$1.19M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$833K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$459K

Sector Composition

1 Technology 3.84%
2 Consumer Staples 2.99%
3 Financials 2.56%
4 Consumer Discretionary 1.51%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K 0.01%
143
102
$10K 0.01%
+700
103
$10K 0.01%
339
104
$10K 0.01%
180
105
$10K 0.01%
175
106
$10K 0.01%
183
+2
107
$10K 0.01%
1,490
108
$10K 0.01%
+50
109
$10K 0.01%
1,975
110
$10K 0.01%
+70
111
$9K 0.01%
456
+100
112
$9K 0.01%
+125
113
$9K 0.01%
121
114
$9K 0.01%
+250
115
$9K 0.01%
416
+200
116
$8K 0.01%
50
-150
117
$8K 0.01%
+60
118
$8K 0.01%
236
119
$8K 0.01%
+193
120
$8K 0.01%
60
-140
121
$8K 0.01%
+300
122
$8K 0.01%
+75
123
$8K 0.01%
53
+52
124
$8K 0.01%
142
125
$7K 0.01%
+100
3 4
5
6 7