DC

DeDora Capital Portfolio holdings

AUM $422M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$4.79M
3
+$1.64M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.58M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.26M

Top Sells

1
+$11.4M
2
+$1.14M
3
+$500K
4
VUG icon
Vanguard Growth ETF
VUG
+$490K
5
APP icon
Applovin
APP
+$432K

Sector Composition

1 Technology 12.7%
2 Consumer Discretionary 5.47%
3 Communication Services 5.21%
4 Financials 4.75%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 1.02%
22,079
+410
27
$3.37M 0.88%
25,160
-980
28
$3.35M 0.87%
22,933
+2
29
$3.29M 0.86%
9,256
+93
30
$3.21M 0.84%
48,943
-242
31
$3.03M 0.79%
48,376
+25,215
32
$2.92M 0.76%
15,749
-162
33
$2.92M 0.76%
4
+1
34
$2.82M 0.74%
8,067
-1,233
35
$2.7M 0.7%
8,640
-234
36
$2.68M 0.7%
48,159
+2,480
37
$2.58M 0.67%
4,589
+1
38
$2.49M 0.65%
25,455
+34
39
$2.45M 0.64%
10,643
+424
40
$2.39M 0.62%
16,658
+1,126
41
$2.33M 0.61%
2,991
+233
42
$2.33M 0.61%
8,532
+407
43
$2.3M 0.6%
8,228
-134
44
$2.22M 0.58%
53,544
-1,980
45
$2.03M 0.53%
4,333
-1
46
$2.03M 0.53%
78,163
+10,947
47
$1.98M 0.52%
12,432
-31
48
$1.85M 0.48%
20,318
-1,310
49
$1.79M 0.47%
6,427
+498
50
$1.71M 0.45%
12,591
-230
1
2
3 4 5