DTIM
Danda Trouve Investment Management Portfolio holdings
AUM
$54.1M
This Quarter Return
-3.06%
1 Year Return
-13.18%
3 Year Return
+13.05%
5 Year Return
–
10 Year Return
–
AUM
$79.9M
AUM Growth
+$79.9M
(-9.4%)
Cap. Flow
-$190K
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
63.71%
Holding
149
New
15
Increased
30
Reduced
16
Closed
35
Top Buys
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$5.42M |
| 2 |
SPDR Gold Trust
GLD
|
$4.89M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.37M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$4.11M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$3.03M |
Top Sells
Sector Composition
| 1 | Financials | 3.22% |
| 2 | Consumer Discretionary | 1.38% |
| 3 | Technology | 1.24% |
| 4 | Energy | 0.92% |
| 5 | Healthcare | 0.63% |
