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
126
$7K 0.01%
195
-690
127
$7K 0.01%
200
128
$7K 0.01%
+88
129
$6K 0.01%
135
130
$6K 0.01%
142
131
$6K 0.01%
1,450
132
$6K 0.01%
1,490
133
$6K 0.01%
+24
134
$5K 0.01%
100
135
$5K 0.01%
+69
136
$5K 0.01%
52
137
$5K 0.01%
236
138
$5K 0.01%
18
139
$5K 0.01%
143
+52
140
$4K ﹤0.01%
166
141
$3K ﹤0.01%
62
142
$3K ﹤0.01%
134
143
$3K ﹤0.01%
87
144
$3K ﹤0.01%
32
145
$3K ﹤0.01%
62
-123
146
$3K ﹤0.01%
236
147
$3K ﹤0.01%
66
148
$2K ﹤0.01%
+47
149
$2K ﹤0.01%
125
150
$2K ﹤0.01%
40
4 5
6
7 8