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
$230M
AUM Growth
+$617K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$742K
3
+$596K
4
XYZ
Block Inc
XYZ
+$321K
5
AAPL icon
Apple
AAPL
+$321K

Top Sells

1
+$579K
2
+$555K
3
+$535K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$415K
5
BABA icon
Alibaba
BABA
+$353K

Sector Composition

1 Technology 11.18%
2 Communication Services 7.72%
3 Consumer Discretionary 7.42%
4 Healthcare 6.61%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.88%
33,225
+163
27
$1.91M 0.83%
34,144
+3
28
$1.9M 0.83%
5,467
-1,666
29
$1.81M 0.79%
2,967
-191
30
$1.79M 0.78%
16,636
+142
31
$1.76M 0.77%
7,907
+206
32
$1.7M 0.74%
27,743
+4,747
33
$1.66M 0.72%
14,047
+9
34
$1.65M 0.72%
40,431
-5,128
35
$1.62M 0.71%
33,450
-1,000
36
$1.47M 0.64%
7,487
+291
37
$1.47M 0.64%
27,140
+427
38
$1.35M 0.59%
4,606
+63
39
$1.29M 0.56%
15,042
+217
40
$1.28M 0.56%
8,867
+208
41
$1.27M 0.55%
16,857
+749
42
$1.23M 0.54%
3
43
$1.16M 0.5%
2,584
+54
44
$1.15M 0.5%
11,311
-388
45
$1.15M 0.5%
6,806
-100
46
$1.06M 0.46%
3,072
+48
47
$1.05M 0.46%
15,044
+345
48
$1.02M 0.45%
11,990
+135
49
$1.02M 0.44%
4,783
+84
50
$975K 0.42%
6,714
-149
1
2
3 4