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
$365M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$228K
3
+$207K
4
VB icon
Vanguard Small-Cap ETF
VB
+$156K
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$146K

Top Sells

1
+$408K
2
+$347K
3
+$330K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$275K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$240K

Sector Composition

1 Technology 13.23%
2 Consumer Discretionary 6.35%
3 Communication Services 5.48%
4 Healthcare 4.98%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 0.93%
5,805
-22
27
$3.34M 0.92%
58,981
+230
28
$3.01M 0.82%
9,300
29
$2.91M 0.8%
9,217
-3
30
$2.86M 0.78%
16,117
-63
31
$2.7M 0.74%
8,079
+12
32
$2.65M 0.73%
22,926
-93
33
$2.52M 0.69%
73,837
34
$2.43M 0.66%
4,606
-66
35
$2.35M 0.64%
29,656
-1,713
36
$2.33M 0.64%
40,707
-422
37
$2.3M 0.63%
25,509
+287
38
$2.29M 0.63%
10,030
+208
39
$2.29M 0.63%
15,787
+81
40
$2.23M 0.61%
2,505
-91
41
$2.2M 0.6%
8,321
+176
42
$2.09M 0.57%
12,440
-29
43
$2.08M 0.57%
23,655
-1,518
44
$1.93M 0.53%
2,501
-6
45
$1.82M 0.5%
4,338
-35
46
$1.62M 0.44%
18,280
47
$1.56M 0.43%
60,688
-78
48
$1.46M 0.4%
5,601
+165
49
$1.44M 0.39%
12,701
-98
50
$1.38M 0.38%
3,910
-22
1
2
3 4 5