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
$48.2M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$694K
2
+$285K
3
+$81K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$69.5K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$63.3K

Top Sells

1
+$4.87M
2
+$4.15M
3
+$686K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$141K
5
IYW icon
iShares US Technology ETF
IYW
+$137K

Sector Composition

1 Technology 3.75%
2 Financials 3.32%
3 Healthcare 2.42%
4 Real Estate 1.13%
5 Energy 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6
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8