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
$83M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.25M
3
+$2.75M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.2M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.5M

Top Sells

1
+$3.18M
2
+$2.63M
3
+$2.45M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.99M
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.61M

Sector Composition

1 Financials 4.2%
2 Consumer Discretionary 1.61%
3 Communication Services 1.4%
4 Technology 1.04%
5 Consumer Staples 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
223
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$2K ﹤0.01%
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$1K ﹤0.01%
5
154
$1K ﹤0.01%
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