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
$81.9M
AUM Growth
+$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.82M
3
+$1.21M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.2M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.03M

Top Sells

1
+$3.04M
2
+$1.28M
3
+$1.22M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$825K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$471K

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%
142
104
$10K 0.01%
1,975
105
$10K 0.01%
180
106
$10K 0.01%
+70
107
$10K 0.01%
175
108
$10K 0.01%
183
+2
109
$10K 0.01%
1,490
110
$10K 0.01%
+50
111
$9K 0.01%
416
+200
112
$9K 0.01%
456
+100
113
$9K 0.01%
+125
114
$9K 0.01%
121
115
$9K 0.01%
+250
116
$8K 0.01%
142
117
$8K 0.01%
50
-150
118
$8K 0.01%
+60
119
$8K 0.01%
236
120
$8K 0.01%
+193
121
$8K 0.01%
60
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122
$8K 0.01%
+300
123
$8K 0.01%
+75
124
$8K 0.01%
53
+52
125
$7K 0.01%
+100
3 4
5
6 7