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
$127M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$715K
3
+$560K
4
SYK icon
Stryker
SYK
+$517K
5
BA icon
Boeing
BA
+$354K

Top Sells

1
+$1.42M
2
+$700K
3
+$418K
4
AAPL icon
Apple
AAPL
+$383K
5
AVGO icon
Broadcom
AVGO
+$366K

Sector Composition

1 Healthcare 7.02%
2 Technology 6.95%
3 Communication Services 6.84%
4 Consumer Discretionary 6.15%
5 Financials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.88%
3,333
+1,055
27
$1.07M 0.84%
24,323
-1,737
28
$1.06M 0.83%
7,983
-186
29
$1.02M 0.81%
4,166
+504
30
$964K 0.76%
5,221
-2,264
31
$958K 0.75%
9,628
+550
32
$949K 0.75%
40,476
+42
33
$909K 0.72%
27,717
+3,116
34
$896K 0.71%
3,033
+267
35
$891K 0.7%
10,407
+72
36
$890K 0.7%
24,927
+5,637
37
$846K 0.67%
3
38
$802K 0.63%
4,125
-84
39
$797K 0.63%
7,226
-67
40
$785K 0.62%
3,992
+1,463
41
$775K 0.61%
9,302
-631
42
$774K 0.61%
15,563
+497
43
$718K 0.57%
1,834
-531
44
$702K 0.55%
6,702
+143
45
$634K 0.5%
3,036
+1,673
46
$633K 0.5%
26,100
-584
47
$603K 0.48%
3,228
48
$603K 0.48%
9,885
-381
49
$596K 0.47%
3,621
+7
50
$576K 0.45%
3,520
+2,062
1
2
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