DTIM
Danda Trouve Investment Management Portfolio holdings
AUM
$54.1M
1-Year Return
13.18%
This Quarter Return
+6.43%
1 Year Return
-13.18%
3 Year Return
+13.05%
5 Year Return
–
10 Year Return
–
AUM
$69.5M
AUM Growth
–
Cap. Flow
+$69.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.3%
Holding
175
New
175
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares US Technology ETF
IYW
|
$8.04M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$5.65M |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
$4.87M |
| 4 |
iShares Global Healthcare ETF
IXJ
|
$3.69M |
| 5 |
Nuveen AMT-Free Municipal Credit Income Fund
NVG
|
$3.29M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Financials | 2.82% |
| 3 | Healthcare | 2.27% |
| 4 | Energy | 1.3% |
| 5 | Real Estate | 1.01% |
