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
$166M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.68M
3
+$1.21M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.08M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$945K

Top Sells

1
+$979K
2
+$490K
3
+$452K
4
AAPL icon
Apple
AAPL
+$412K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$367K

Sector Composition

1 Technology 10.01%
2 Communication Services 7.72%
3 Healthcare 7.66%
4 Financials 5.25%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.98%
26,444
+621
27
$1.51M 0.91%
5,057
-24
28
$1.47M 0.89%
26,577
+899
29
$1.47M 0.89%
24,175
+171
30
$1.47M 0.88%
6,964
+85
31
$1.42M 0.85%
11,047
+2,995
32
$1.41M 0.85%
5,858
-120
33
$1.35M 0.81%
15,269
-816
34
$1.34M 0.8%
13,152
+1,066
35
$1.33M 0.8%
7,105
-726
36
$1.3M 0.78%
37,182
-3,584
37
$1.2M 0.72%
3,068
+715
38
$1.18M 0.71%
3,636
-105
39
$1.18M 0.71%
3,644
-76
40
$1.16M 0.7%
13,876
-873
41
$1.15M 0.69%
11,486
+8
42
$1.13M 0.68%
35,840
-8,860
43
$1.13M 0.68%
13,052
-5,639
44
$1.08M 0.65%
+17,854
45
$1.03M 0.62%
4,838
-229
46
$1.02M 0.61%
3
47
$1.02M 0.61%
3,120
-487
48
$967K 0.58%
4,271
+1,157
49
$930K 0.56%
4,633
+1,444
50
$888K 0.53%
9,396
+348
1
2
3 4 5