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
$83M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.16M
3
+$2.64M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.14M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.48M

Top Sells

1
+$3.18M
2
+$2.45M
3
+$1.99M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.61M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.32M

Sector Composition

1 Financials 4.2%
2 Consumer Discretionary 1.61%
3 Communication Services 1.4%
4 Technology 1.04%
5 Consumer Staples 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.03%
945
102
$22K 0.03%
128
-35
103
$21K 0.03%
624
-54
104
$21K 0.03%
160
105
$20K 0.02%
324
+32
106
$19K 0.02%
+167
107
$19K 0.02%
+382
108
$16K 0.02%
423
109
$14K 0.02%
136
110
$13K 0.02%
70
111
$13K 0.02%
539
-596
112
$13K 0.02%
121
113
$12K 0.01%
1,042
114
$11K 0.01%
88
115
$10K 0.01%
142
116
$10K 0.01%
175
-200
117
$10K 0.01%
285
118
$10K 0.01%
1,000
119
$9K 0.01%
83
-50
120
$9K 0.01%
143
121
$8K 0.01%
142
122
$8K 0.01%
356
123
$8K 0.01%
1,975
124
$8K 0.01%
+358
125
$8K 0.01%
260
3 4
5
6 7