DTIM
Danda Trouve Investment Management Portfolio holdings
AUM
$54.1M
This Quarter Return
-8.75%
1 Year Return
-13.18%
3 Year Return
+13.05%
5 Year Return
–
10 Year Return
–
AUM
$65M
AUM Growth
+$65M
(-19%)
Cap. Flow
-$6.61M
Cap. Flow
% of AUM
-10.17%
Top 10 Holdings %
Top 10 Hldgs %
67.84%
Holding
123
New
9
Increased
29
Reduced
13
Closed
14
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$5.29M |
| 2 |
Amazon
AMZN
|
$678K |
| 3 |
SPDR Gold Trust
GLD
|
$122K |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
$107K |
| 5 |
iShares Global Healthcare ETF
IXJ
|
$83.1K |
Top Sells
| 1 |
Schwab International Dividend Equity ETF
SCHY
|
$2.72M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.46M |
| 3 |
iShares US Technology ETF
IYW
|
$2.35M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$2.18M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.44M |
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Consumer Discretionary | 1.13% |
| 3 | Energy | 1% |
| 4 | Healthcare | 0.78% |
| 5 | Consumer Staples | 0.39% |
