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
351
$4K ﹤0.01%
+247
352
$4K ﹤0.01%
+75
353
$4K ﹤0.01%
+100
354
$4K ﹤0.01%
+473
355
$4K ﹤0.01%
+39
356
$3K ﹤0.01%
+330
357
$3K ﹤0.01%
+7
358
$3K ﹤0.01%
+35
359
$3K ﹤0.01%
+21
360
$3K ﹤0.01%
+71
361
$3K ﹤0.01%
+38
362
$3K ﹤0.01%
+23
363
$3K ﹤0.01%
+193
364
$3K ﹤0.01%
+48
365
$3K ﹤0.01%
+64
366
$2K ﹤0.01%
+20
367
$2K ﹤0.01%
+23
368
$2K ﹤0.01%
+65
369
$2K ﹤0.01%
+42
370
$2K ﹤0.01%
+20
371
$2K ﹤0.01%
+69
372
$2K ﹤0.01%
+20
373
$2K ﹤0.01%
+80
374
$2K ﹤0.01%
+50
375
$2K ﹤0.01%
+36
13 14
15
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