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
326
$8K ﹤0.01%
+188
327
$7K ﹤0.01%
+355
328
$7K ﹤0.01%
+201
329
$7K ﹤0.01%
+384
330
$7K ﹤0.01%
+252
331
$7K ﹤0.01%
+363
332
$7K ﹤0.01%
+17
333
$6K ﹤0.01%
+117
334
$6K ﹤0.01%
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335
$6K ﹤0.01%
+55
336
$6K ﹤0.01%
+49
337
$6K ﹤0.01%
+200
338
$6K ﹤0.01%
+79
339
$6K ﹤0.01%
+81
340
$6K ﹤0.01%
+90
341
$5K ﹤0.01%
+275
342
$5K ﹤0.01%
+64
343
$5K ﹤0.01%
+79
344
$5K ﹤0.01%
+231
345
$5K ﹤0.01%
+42
346
$5K ﹤0.01%
+35
347
$5K ﹤0.01%
+56
348
$5K ﹤0.01%
+57
349
$5K ﹤0.01%
+37
350
$4K ﹤0.01%
+103