DC
DeDora Capital Portfolio holdings
AUM
$383M
1-Year Return
18.36%
This Quarter Return
-15.85%
1 Year Return
+18.36%
3 Year Return
+75.54%
5 Year Return
+125.2%
10 Year Return
–
AUM
$198M
AUM Growth
-$48.9M
(-20%)
Cap. Flow
-$6.7M
Cap. Flow
% of AUM
-3.38%
Top 10 Holdings %
Top 10 Hldgs %
49.19%
Holding
415
New
4
Increased
32
Reduced
51
Closed
320
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.18M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.47M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.21M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.08M |
| 5 |
Gilead Sciences
GILD
|
$549K |
Sector Composition
| 1 | Technology | 10.26% |
| 2 | Healthcare | 7.62% |
| 3 | Consumer Discretionary | 6.67% |
| 4 | Communication Services | 5.45% |
| 5 | Financials | 4.23% |
