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
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.55M
3
+$3.85M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.53M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.45M

Top Sells

1
+$16.3M
2
+$3.31M
3
+$1.72M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.61M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.26M

Sector Composition

1 Technology 10.17%
2 Healthcare 7.82%
3 Communication Services 7.56%
4 Consumer Discretionary 6.84%
5 Financials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.95%
16,124
+748
27
$1.52M 0.92%
16,201
+1,147
28
$1.5M 0.9%
27,208
+648
29
$1.46M 0.88%
37,489
+787
30
$1.4M 0.84%
+19,425
31
$1.36M 0.82%
19,140
-17,780
32
$1.35M 0.82%
18,360
+5,264
33
$1.31M 0.79%
6,760
-571
34
$1.29M 0.78%
12,691
-2,494
35
$1.26M 0.76%
5,356
-537
36
$1.24M 0.74%
13,979
+526
37
$1.17M 0.71%
37,120
+1,970
38
$1.16M 0.7%
25,865
-434
39
$1.1M 0.66%
17,644
+60
40
$1.09M 0.66%
2,986
-60
41
$1.05M 0.63%
4,955
+142
42
$1.04M 0.62%
13,466
+859
43
$975K 0.59%
4,543
-2,365
44
$968K 0.58%
11,179
+1,111
45
$893K 0.54%
4,871
+1,212
46
$839K 0.51%
6,610
-4,437
47
$836K 0.5%
37,686
+274
48
$806K 0.49%
47,413
49
$802K 0.48%
3
50
$765K 0.46%
4,573
+323
1
2
3 4