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
$69.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.64M
3
+$4.87M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$3.69M
5
NVG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+50
127
$6K 0.01%
+100
128
$6K 0.01%
+1,450
129
$6K 0.01%
+114
130
$6K 0.01%
+236
131
$5K 0.01%
+100
132
$5K 0.01%
+1,975
133
$5K 0.01%
+25
134
$5K 0.01%
+120
135
$5K 0.01%
+20
136
$5K 0.01%
+100
137
$5K 0.01%
+50
138
$5K 0.01%
+50
139
$5K 0.01%
+260
140
$5K 0.01%
+50
141
$5K 0.01%
+100
142
$4K 0.01%
+142
143
$4K 0.01%
+84
144
$4K 0.01%
+73
145
$4K 0.01%
+198
146
$4K 0.01%
+62
147
$4K 0.01%
+100
148
$3K ﹤0.01%
+223
149
$3K ﹤0.01%
+24
150
$3K ﹤0.01%
+25
3 4 5
6
7