DC

DeDora Capital Portfolio holdings

AUM $414M
1-Year Est. Return 22.52%
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17M
3
+$15.8M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.99M

Top Sells

1
+$11M
2
+$7.6M
3
+$7M
4
NSC icon
Norfolk Southern
NSC
+$4.39M
5
PEP icon
PepsiCo
PEP
+$3.38M

Sector Composition

1 Technology 11.86%
2 Consumer Discretionary 7.7%
3 Healthcare 7.21%
4 Communication Services 6.34%
5 Financials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K 0.01%
+338
277
$14K 0.01%
+240
278
$14K 0.01%
+688
279
$14K 0.01%
+274
280
$14K 0.01%
+696
281
$14K 0.01%
+310
282
$14K 0.01%
+133
283
$14K 0.01%
+95
284
$14K 0.01%
+131
285
$14K 0.01%
+25
286
$13K 0.01%
+151
287
$13K 0.01%
+79
288
$13K 0.01%
+190
289
$13K 0.01%
+86
290
$12K ﹤0.01%
+92
291
$12K ﹤0.01%
+6
292
$12K ﹤0.01%
+163
293
$12K ﹤0.01%
+95
294
$12K ﹤0.01%
+441
295
$12K ﹤0.01%
+175
296
$12K ﹤0.01%
+150
297
$12K ﹤0.01%
+1,332
298
$12K ﹤0.01%
+45
299
$12K ﹤0.01%
+251
300
$12K ﹤0.01%
+103
10 11
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