DC

DeDora Capital Portfolio holdings

AUM $408M
1-Year Est. Return 21.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$757K
3
+$697K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$408K
5
VB icon
Vanguard Small-Cap ETF
VB
+$386K

Top Sells

1
+$1.19M
2
+$978K
3
+$549K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$437K
5
AVGO icon
Broadcom
AVGO
+$401K

Sector Composition

1 Technology 13.2%
2 Communication Services 6.1%
3 Consumer Discretionary 5.76%
4 Healthcare 4.47%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 0.98%
5,544
-248
27
$3.87M 0.93%
4,183
+5
28
$3.8M 0.92%
22,702
-231
29
$3.56M 0.86%
54,761
+6,385
30
$3.53M 0.85%
15,254
-495
31
$3.4M 0.82%
48,946
+3
32
$3.13M 0.75%
9,154
-102
33
$3.02M 0.73%
25,230
+70
34
$3.02M 0.73%
4
35
$2.88M 0.7%
8,340
-300
36
$2.8M 0.68%
49,064
+905
37
$2.72M 0.66%
52,622
-922
38
$2.69M 0.65%
26,116
+661
39
$2.56M 0.62%
4,492
-97
40
$2.55M 0.62%
16,448
-210
41
$2.54M 0.61%
10,752
+109
42
$2.41M 0.58%
32,824
-88
43
$2.37M 0.57%
3,109
+118
44
$2.06M 0.5%
4,329
-4
45
$2.04M 0.49%
78,571
+408
46
$2.04M 0.49%
18,280
47
$1.98M 0.48%
8,356
-176
48
$1.91M 0.46%
12,437
+5
49
$1.86M 0.45%
6,604
+177
50
$1.82M 0.44%
11,272
+410
1
2
3 4 5