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
$81.2M
AUM Growth
-$705K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.63M
3
+$1.58M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.45M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M

Top Sells

1
+$2.17M
2
+$1.98M
3
+$1.88M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.38M
5
KBA icon
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
+$1M

Sector Composition

1 Financials 2.74%
2 Communication Services 1.98%
3 Consumer Discretionary 1.57%
4 Healthcare 1.44%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8K 0.01%
193
102
$8K 0.01%
54
+1
103
$8K 0.01%
+135
104
$8K 0.01%
356
-100
105
$7K 0.01%
142
106
$7K 0.01%
236
107
$7K 0.01%
260
108
$7K 0.01%
1,490
109
$6K 0.01%
100
110
$5K 0.01%
100
111
$4K ﹤0.01%
166
-250
112
$4K ﹤0.01%
18
-225
113
$3K ﹤0.01%
66
-12
114
$3K ﹤0.01%
+62
115
$3K ﹤0.01%
134
116
$3K ﹤0.01%
+125
117
$3K ﹤0.01%
32
118
$3K ﹤0.01%
+91
119
$3K ﹤0.01%
236
120
$2K ﹤0.01%
40
-35
121
$2K ﹤0.01%
223
122
$2K ﹤0.01%
235
123
$1K ﹤0.01%
5
-15
124
$1K ﹤0.01%
45
-36
125
$1K ﹤0.01%
95
3 4
5
6 7