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
$81.2M
AUM Growth
-$705K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$2.01M
2 +$1.63M
3 +$1.58M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.45M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.05M

Sector Composition

1 Financials 2.74%
2 Communication Services 1.98%
3 Consumer Discretionary 1.57%
4 Healthcare 1.44%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$0 ﹤0.01%
5
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$0 ﹤0.01%
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