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
151
$2K ﹤0.01%
+14
152
$2K ﹤0.01%
+26
153
$2K ﹤0.01%
+235
154
$2K ﹤0.01%
+56
155
$2K ﹤0.01%
+50
156
$2K ﹤0.01%
+96
157
$2K ﹤0.01%
+114
158
$2K ﹤0.01%
+95
159
$1K ﹤0.01%
+106
160
$1K ﹤0.01%
+13
161
$1K ﹤0.01%
+4
162
$0 ﹤0.01%
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170
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171
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172
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173
$0 ﹤0.01%
+15
174
$0 ﹤0.01%
+46
175
$0 ﹤0.01%
+2
3 4 5 6
7