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
401
$1K ﹤0.01%
+40
402
$0 ﹤0.01%
+5
403
-4,600
404
$0 ﹤0.01%
+1
405
$0 ﹤0.01%
+30
406
$0 ﹤0.01%
+1
407
$0 ﹤0.01%
+5
408
$0 ﹤0.01%
+4
409
-2,642
410
$0 ﹤0.01%
+125
411
-4,697
412
$0 ﹤0.01%
+1
413
-34,457
414
-50,081
415
-4,595
416
$0 ﹤0.01%
+1
417
-3,246
418
$0 ﹤0.01%
+2