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
$84.2M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.82%
2 Communication Services 2.12%
3 Consumer Discretionary 1.62%
4 Consumer Staples 1.52%
5 Energy 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$4K ﹤0.01%
+1,196
152
$3K ﹤0.01%
62
153
$3K ﹤0.01%
134
154
$3K ﹤0.01%
223
155
$3K ﹤0.01%
+87
156
$3K ﹤0.01%
32
157
$3K ﹤0.01%
91
158
$3K ﹤0.01%
236
159
$3K ﹤0.01%
66
160
$2K ﹤0.01%
125
161
$2K ﹤0.01%
40
162
$2K ﹤0.01%
46
-566
163
$2K ﹤0.01%
+576
164
$1K ﹤0.01%
5
165
$1K ﹤0.01%
95
166
$0 ﹤0.01%
41
167
-100
168
$0 ﹤0.01%
7
169
$0 ﹤0.01%
+5
170
-120
171
-2,858
172
-208
173
-32
174
-160
175
$0 ﹤0.01%
5