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
301
$12K ﹤0.01%
+2,000
302
$11K ﹤0.01%
+1,010
303
$11K ﹤0.01%
+467
304
$11K ﹤0.01%
+358
305
$11K ﹤0.01%
+82
306
$10K ﹤0.01%
+258
307
$10K ﹤0.01%
+42
308
$10K ﹤0.01%
+65
309
$10K ﹤0.01%
+3,166
310
$10K ﹤0.01%
+942
311
$9K ﹤0.01%
192
-19,478
312
$9K ﹤0.01%
+370
313
$9K ﹤0.01%
+83
314
$9K ﹤0.01%
+47
315
$9K ﹤0.01%
+18
316
$8K ﹤0.01%
+205
317
$8K ﹤0.01%
+86
318
$8K ﹤0.01%
+109
319
$8K ﹤0.01%
+128
320
$8K ﹤0.01%
+237
321
$8K ﹤0.01%
+135
322
$8K ﹤0.01%
+211
323
$8K ﹤0.01%
+192
324
$8K ﹤0.01%
+146
325
$8K ﹤0.01%
+41