DTIM

Danda Trouve Investment Management Portfolio holdings

AUM $54.1M
1-Year Return 13.18%
This Quarter Return
-1.29%
1 Year Return
-13.18%
3 Year Return
+13.05%
5 Year Return
10 Year Return
AUM
$83M
AUM Growth
-$1.26M
Cap. Flow
+$2.37M
Cap. Flow %
2.86%
Top 10 Hldgs %
54.43%
Holding
205
New
34
Increased
43
Reduced
25
Closed
46
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AMH icon
126
American Homes 4 Rent
AMH
$12.8B
$7K 0.01%
195
-690
-78% -$24.8K
QQQJ icon
127
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$660M
$7K 0.01%
200
UNG icon
128
United States Natural Gas Fund
UNG
$623M
$7K 0.01%
+88
New +$7K
BLOK icon
129
Amplify Transformational Data Sharing ETF
BLOK
$1.15B
$6K 0.01%
135
CTVA icon
130
Corteva
CTVA
$49.3B
$6K 0.01%
142
FSM icon
131
Fortuna Silver Mines
FSM
$2.39B
$6K 0.01%
1,450
SVM
132
Silvercorp Metals
SVM
$1.08B
$6K 0.01%
1,490
XYZ
133
Block, Inc.
XYZ
$46.2B
$6K 0.01%
+24
New +$6K
CSCO icon
134
Cisco
CSCO
$269B
$5K 0.01%
100
EIS icon
135
iShares MSCI Israel ETF
EIS
$402M
$5K 0.01%
+69
New +$5K
MINT icon
136
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
$5K 0.01%
52
PAAS icon
137
Pan American Silver
PAAS
$12.1B
$5K 0.01%
236
TSLA icon
138
Tesla
TSLA
$1.09T
$5K 0.01%
18
USXF icon
139
iShares ESG Advanced MSCI USA ETF
USXF
$1.27B
$5K 0.01%
143
+52
+57% +$1.82K
CCL icon
140
Carnival Corp
CCL
$43.1B
$4K ﹤0.01%
166
EMXF icon
141
iShares ESG Advanced MSCI EM ETF
EMXF
$108M
$3K ﹤0.01%
62
ICLN icon
142
iShares Global Clean Energy ETF
ICLN
$1.55B
$3K ﹤0.01%
134
OGN icon
143
Organon & Co
OGN
$2.52B
$3K ﹤0.01%
87
SDG icon
144
iShares MSCI Global Sustainable Development Goals ETF
SDG
$170M
$3K ﹤0.01%
32
STPZ icon
145
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$438M
$3K ﹤0.01%
62
-123
-66% -$5.95K
VTRS icon
146
Viatris
VTRS
$12B
$3K ﹤0.01%
236
WMT icon
147
Walmart
WMT
$805B
$3K ﹤0.01%
66
BKE icon
148
Buckle
BKE
$3.08B
$2K ﹤0.01%
+47
New +$2K
JBLU icon
149
JetBlue
JBLU
$1.85B
$2K ﹤0.01%
125
LUV icon
150
Southwest Airlines
LUV
$16.3B
$2K ﹤0.01%
40