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
$88.3M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.83M
3
+$1.95M
4
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$1.08M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$415K

Top Sells

1
+$2.46M
2
+$2.41M
3
+$1.83M
4
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.1M
5
MTCH icon
Match Group
MTCH
+$933K

Sector Composition

1 Financials 4.58%
2 Consumer Discretionary 1.45%
3 Consumer Staples 1.17%
4 Technology 1.09%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9K 0.01%
60
-28
102
$8K 0.01%
53
-30
103
$8K 0.01%
142
104
$8K 0.01%
1,975
105
$8K 0.01%
260
106
$8K 0.01%
315
-630
107
$7K 0.01%
142
108
$7K 0.01%
200
109
$7K 0.01%
21
+3
110
$7K 0.01%
179
+36
111
$6K 0.01%
100
112
$6K 0.01%
1,450
113
$6K 0.01%
236
114
$5K 0.01%
135
115
$5K 0.01%
+40
116
$4K ﹤0.01%
7
-48
117
$3K ﹤0.01%
166
118
$3K ﹤0.01%
62
119
$3K ﹤0.01%
87
120
$3K ﹤0.01%
32
121
$3K ﹤0.01%
63
+1
122
$3K ﹤0.01%
236
123
$3K ﹤0.01%
66
124
$2K ﹤0.01%
125
125
$2K ﹤0.01%
40
3 4
5
6 7