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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
$81.9M
AUM Growth
+$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Sells

1 +$3.04M
2 +$1.22M
3 +$1.19M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$833K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$459K

Sector Composition

1 Technology 3.84%
2 Consumer Staples 2.99%
3 Financials 2.56%
4 Consumer Discretionary 1.51%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$3K ﹤0.01%
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$3K ﹤0.01%
50
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25
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+10
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$2K ﹤0.01%
+10
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$2K ﹤0.01%
223
158
$2K ﹤0.01%
81
159
$2K ﹤0.01%
95
160
$2K ﹤0.01%
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$2K ﹤0.01%
235
162
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+10
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$1K ﹤0.01%
+5
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$0 ﹤0.01%
1
171
$0 ﹤0.01%
41
172
-200
173
-1,250
174
-550
175
-25