DT
| |
Danda Trouve Investment Management, Inc.13F | |
| Danda Trouve Investment Management, Inc. | |
| Last update 2022-10-14 | 125 Stocks (28 new) |
| Value $54.00 Mil | Turnover 11 % |
Danda Trouve Investment Manage... Top Holdings of 2022-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 48,397 | 5,324.0 | +0.75% | 9.840 | +0.07% | 0.020 | +1.00% | +2.31% | 20,787.5 | ||
PHYS | Sprott Physical Gold Trust | 407,618 | 5,218.0 | -0.89% | 9.650 | -0.08% | 0.100 | +1.57% | +28.35% | 23,063.2 | Asset Management | |
SPLV | Invesco S&P 500 Low Volatility ETF | 84,682 | 4,897.0 | New Holding | 9.060 | +9.06% | 0.050 | +2.77% | +6.29% | 7,653.4 | ||
GLD | SPDR Gold Shares ETF | 27,497 | 4,253.0 | -2.47% | 7.860 | -0.18% | 0.010 | +0.71% | +28.14% | 102,170.3 | ||
IXJ | iShares Global Healthcare ETF | 49,479 | 3,728.0 | -1.02% | 6.890 | -0.06% | 0.110 | +0.99% | +2.24% | 3,799.0 | ||
TIP | iShares TIPS Bond ETF | 33,393 | 3,503.0 | -2.46% | 6.480 | -0.15% | 0.010 | +1.05% | +4.77% | 13,760.1 | ||
MBB | iShares MBS ETF | 32,752 | 2,999.0 | -2.88% | 5.550 | -0.15% | 0.020 | +0.72% | +3.17% | 38,943.2 | ||
NVG |
Nuveen AMT-Free Municipal Credit Income Fund
Nuveen AMT-Free Municipal Credit Income Fund
| 232,164 | 2,709.0 | -2.99% | 5.010 | -0.14% | 0.110 | +0.79% | -1.47% | 2,464.0 | Asset Management | |
IEI | iShares 3-7 Year Treasury Bond ETF | 23,620 | 2,699.0 | -3.66% | 4.990 | -0.16% | 0.020 | +0.80% | +3.99% | 15,675.6 | ||
XLU | Utilities Select Sector SPDR ETF | 40,290 | 2,639.0 | -0.68% | 4.880 | -0.03% | 0.020 | +8.20% | +12.95% | 20,486.9 |
Danda Trouve Investment Management, Inc.'s Historical Top Holdings Breakdowns
Danda Trouve Investment Management, Inc. Total Holding History ($B)
Danda Trouve Investment Management, Inc.'s Asset Allocation
Danda Trouve Investment Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Danda Trouve Investment Management, Inc.'s Hypothetical Growth since 2022-09-30
Danda Trouve Investment Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Danda Trouve Investment Management, Inc.'s Holdings Heat Map
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Danda Trouve Investment Management, Inc.'s Holdings Bubble Chart
Danda Trouve Investment Management, Inc. News
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