DTIM
Danda Trouve Investment Management Portfolio holdings
AUM
$54.1M
1-Year Return
13.18%
This Quarter Return
+4.8%
1 Year Return
-13.18%
3 Year Return
+13.05%
5 Year Return
–
10 Year Return
–
AUM
$88.3M
AUM Growth
+$5.33M
(+6.4%)
Cap. Flow
+$2.19M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
60.55%
Holding
178
New
19
Increased
36
Reduced
31
Closed
44
Top Buys
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$2.46M |
| 2 |
Invesco DB Agriculture Fund
DBA
|
$2.41M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$1.83M |
| 4 |
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
|
$1.1M |
| 5 |
Match Group
MTCH
|
$933K |
Sector Composition
| 1 | Financials | 4.58% |
| 2 | Consumer Discretionary | 1.45% |
| 3 | Consumer Staples | 1.17% |
| 4 | Technology | 1.09% |
| 5 | Energy | 0.67% |
