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
$211M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$650K
3
+$625K
4
KDP icon
Keurig Dr Pepper
KDP
+$606K
5
VUG icon
Vanguard Growth ETF
VUG
+$334K

Top Sells

1
+$1.67M
2
+$1.04M
3
+$638K
4
INTC icon
Intel
INTC
+$609K
5
BMY icon
Bristol-Myers Squibb
BMY
+$337K

Sector Composition

1 Technology 10.28%
2 Communication Services 7.54%
3 Consumer Discretionary 7.02%
4 Healthcare 6.81%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.87%
34,172
+95
27
$1.76M 0.83%
3,374
-189
28
$1.76M 0.83%
16,234
-1,348
29
$1.69M 0.8%
37,346
+12
30
$1.68M 0.79%
14,001
-87
31
$1.63M 0.77%
7,708
-527
32
$1.61M 0.76%
34,740
-1,900
33
$1.56M 0.74%
7,085
+289
34
$1.52M 0.72%
114,040
+5,880
35
$1.52M 0.72%
26,144
+897
36
$1.41M 0.67%
22,975
+18
37
$1.32M 0.62%
45,559
38
$1.28M 0.6%
4,562
-493
39
$1.24M 0.59%
6,709
+221
40
$1.23M 0.58%
16,775
-67
41
$1.23M 0.58%
4,925
-93
42
$1.21M 0.57%
8,595
+250
43
$1.21M 0.57%
11,846
-260
44
$1.16M 0.55%
3
45
$1.14M 0.54%
14,755
+186
46
$1.11M 0.53%
3,005
+317
47
$1.03M 0.49%
12,151
+300
48
$955K 0.45%
14,771
+132
49
$931K 0.44%
15,179
+481
50
$896K 0.42%
6,742
-221
1
2
3 4