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
$203M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$422K
3
+$402K
4
MSFT icon
Microsoft
MSFT
+$335K
5
HD icon
Home Depot
HD
+$273K

Top Sells

1
+$517K
2
+$394K
3
+$347K
4
INTC icon
Intel
INTC
+$302K
5
CSCO icon
Cisco
CSCO
+$266K

Sector Composition

1 Technology 11.04%
2 Consumer Discretionary 7.81%
3 Communication Services 7.04%
4 Healthcare 6.87%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.95%
3,563
+157
27
$1.88M 0.93%
17,582
-1,728
28
$1.8M 0.89%
8,235
+1,128
29
$1.79M 0.88%
34,077
+4,344
30
$1.6M 0.79%
36,640
+790
31
$1.58M 0.78%
18,060
+20
32
$1.54M 0.76%
14,088
+35
33
$1.48M 0.73%
25,247
-3,452
34
$1.44M 0.71%
37,334
+12
35
$1.42M 0.7%
6,796
+203
36
$1.41M 0.7%
22,957
+189
37
$1.41M 0.7%
108,160
+8,720
38
$1.33M 0.66%
5,055
+50
39
$1.31M 0.65%
16,842
-2,723
40
$1.28M 0.63%
45,559
-1,854
41
$1.24M 0.61%
12,106
-147
42
$1.18M 0.58%
6,488
+44
43
$1.16M 0.57%
8,345
-310
44
$1.15M 0.57%
5,018
-376
45
$1.15M 0.57%
5,380
+1,013
46
$1.07M 0.53%
21,407
-6,070
47
$1.04M 0.52%
11,851
-153
48
$1.04M 0.51%
3
49
$1.04M 0.51%
14,569
+189
50
$985K 0.49%
6,963
+1,614
1
2
3 4