DTIM

Danda Trouve Investment Management Portfolio holdings

AUM $54.1M
1-Year Est. Return 13.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-13.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.4M
AUM Growth
+$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Sells

1 +$4.83M
2 +$2.21M
3 +$818K
4
HCA icon
HCA Healthcare
HCA
+$657K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$453K

Sector Composition

1 Technology 3.85%
2 Consumer Staples 3.28%
3 Financials 2.25%
4 Energy 0.66%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-85
152
-6,773
153
$0 ﹤0.01%
1
154
-11,295
155
-249
156
-100
157
-20
158
$0 ﹤0.01%
1
159
-30
160
-2
161
$0 ﹤0.01%
5
162
-10
163
$0 ﹤0.01%
13
164
-200
165
$0 ﹤0.01%
1
166
-200
167
-20
168
-30
169
$0 ﹤0.01%
4
170
-50
171
$0 ﹤0.01%
28
172
$0 ﹤0.01%
18
173
$0 ﹤0.01%
28
174
$0 ﹤0.01%
2
175
$0 ﹤0.01%
4