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
$285M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.18M
3
+$790K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$684K
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$299K

Top Sells

1
+$4.02M
2
+$572K
3
+$332K
4
NVDA icon
NVIDIA
NVDA
+$161K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$134K

Sector Composition

1 Technology 11.66%
2 Healthcare 6.25%
3 Consumer Discretionary 6.22%
4 Communication Services 4.97%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.98%
25,020
-540
27
$2.64M 0.93%
3,996
+34
28
$2.63M 0.92%
67,256
+5,316
29
$2.51M 0.88%
73,837
30
$2.47M 0.87%
9,496
+155
31
$2.39M 0.84%
41,319
-96
32
$2.33M 0.82%
5,462
+110
33
$2.26M 0.79%
15,145
+643
34
$2.25M 0.79%
9,682
-183
35
$2.18M 0.76%
6,148
-116
36
$1.91M 0.67%
13,029
-52
37
$1.88M 0.66%
7,663
+286
38
$1.85M 0.65%
16,931
-498
39
$1.79M 0.63%
4,367
-63
40
$1.62M 0.57%
36,879
-437
41
$1.6M 0.56%
19,018
+1,040
42
$1.48M 0.52%
26,684
+1,265
43
$1.46M 0.51%
9,873
-44
44
$1.43M 0.5%
2,936
-29
45
$1.41M 0.49%
12,799
-188
46
$1.34M 0.47%
24,465
47
$1.25M 0.44%
4,349
-32
48
$1.22M 0.43%
48,083
+5,040
49
$1.22M 0.43%
23,121
+732
50
$1.17M 0.41%
4,428
+189
1
2
3 4 5