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Danda Trouve Investment Management 13F Portfolio

Portfolio Manager
Danda Trouve Investment Management, Inc.
Performance
0% (N/A)
AUM (13F)
$54.08K
# of Holdings
125
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Danda Trouve Investment Management, Inc. Holdings Map

Top 50 Danda Trouve Investment Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SHV
ISHARES TR
9.84%48.4K$5Knew2022-Q3: 48.4K sharesโ€”2022-09-30
PHYS
SPROTT PHYSICAL GOLD TR
9.65%407.6K$5Knew2022-Q3: 407.6K sharesโ€”2022-09-30
SPLV
INVESCO EXCH TRADED FD TR II
9.06%84.7K$5Knew2022-Q3: 84.7K sharesโ€”2022-09-30
GLD
SPDR GOLD TR
7.86%27.5K$4Knew2022-Q3: 27.5K sharesโ€”2022-09-30
IXJ
ISHARES TR
6.89%49.5K$4Knew2022-Q3: 49.5K sharesโ€”2022-09-30
TIP
ISHARES TR
6.48%33.4K$4Knew2022-Q3: 33.4K sharesโ€”2022-09-30
MBB
ISHARES TR
5.55%32.8K$3Knew2022-Q3: 32.8K sharesโ€”2022-09-30
NVG
NUVEEN AMT FREE MUN CR INC F
5.01%232.2K$3Knew2022-Q3: 232.2K sharesโ€”2022-09-30
IEI
ISHARES TR
4.99%23.6K$3Knew2022-Q3: 23.6K sharesโ€”2022-09-30
XLU
SELECT SECTOR SPDR TR
4.88%40.3K$3Knew2022-Q3: 40.3K sharesโ€”2022-09-30

About Danda Trouve Investment Management, Inc.โ€™s portfolio

Danda Trouve Investment Management, Inc. reports $54.08K in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are SHV (9.8%), PHYS (9.7%) and SPLV (9.1%). Figures reflect the Q3 2022 filing.

Portfolio concentration

Portfolio concentration
SHV โ€” 10.0% ($5.3K)PHYS โ€” 9.8% ($5.2K)SPLV โ€” 9.2% ($4.9K)GLD โ€” 8.0% ($4.3K)IXJ โ€” 7.0% ($3.7K)TIP โ€” 6.6% ($3.5K)MBB โ€” 5.6% ($3.0K)NVG โ€” 5.1% ($2.7K)IEI โ€” 5.1% ($2.7K)XLU โ€” 5.0% ($2.6K)Other โ€” 28.7% ($15.3K)
71%in top 10
  • SHV10.0%
  • PHYS9.8%
  • SPLV9.2%
  • GLD8.0%
  • IXJ7.0%
  • TIP6.6%
  • MBB5.6%
  • NVG5.1%
  • IEI5.1%
  • XLU5.0%
  • Other28.7%

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Source filings

Holdings on this page are parsed from Danda Trouve Investment Management, Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1805604). View Danda Trouve Investment Management, Inc.โ€™s 13F filings on SEC

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