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
$81.9M
AUM Growth
+$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.82M
3
+$1.21M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.2M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.03M

Top Sells

1
+$3.04M
2
+$1.28M
3
+$1.22M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$825K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$471K

Sector Composition

1 Technology 3.84%
2 Consumer Staples 2.99%
3 Financials 2.56%
4 Consumer Discretionary 1.51%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+200
127
$7K 0.01%
+30
128
$7K 0.01%
260
129
$5K 0.01%
50
-350
130
$5K 0.01%
142
131
$5K 0.01%
20
-80
132
$5K 0.01%
324
+6
133
$5K 0.01%
+100
134
$4K ﹤0.01%
100
135
$4K ﹤0.01%
60
-40
136
$4K ﹤0.01%
100
-31,990
137
$4K ﹤0.01%
+300
138
$4K ﹤0.01%
+134
139
$4K ﹤0.01%
+100
140
$4K ﹤0.01%
10
-15
141
$4K ﹤0.01%
20
-5
142
$4K ﹤0.01%
+236
143
$4K ﹤0.01%
+75
144
$4K ﹤0.01%
78
-150
145
$3K ﹤0.01%
+25
146
$3K ﹤0.01%
+100
147
$3K ﹤0.01%
75
-25
148
$3K ﹤0.01%
+30
149
$3K ﹤0.01%
+60
150
$3K ﹤0.01%
32
4 5
6
7 8