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
$422M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.01M
3
+$965K
4
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$806K
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$608K

Top Sells

1
+$1.53M
2
+$851K
3
+$746K
4
AMD icon
Advanced Micro Devices
AMD
+$589K
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 12.56%
2 Communication Services 6.21%
3 Consumer Discretionary 5.5%
4 Healthcare 4.81%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
51
Advanced Micro Devices
AMD
$330B
$1.83M 0.43%
8,524
-2,748
PG icon
52
Procter & Gamble
PG
$371B
$1.76M 0.42%
12,269
-168
UBER icon
53
Uber
UBER
$151B
$1.57M 0.37%
19,172
+1,049
ABT icon
54
Abbott
ABT
$191B
$1.53M 0.36%
12,203
+6
VXUS icon
55
Vanguard Total International Stock ETF
VXUS
$129B
$1.5M 0.36%
19,930
+1,248
ENSG icon
56
The Ensign Group
ENSG
$11.5B
$1.4M 0.33%
8,038
-200
XEL icon
57
Xcel Energy
XEL
$45.2B
$1.28M 0.3%
17,397
+73
JNJ icon
58
Johnson & Johnson
JNJ
$577B
$1.26M 0.3%
6,112
+17
FTCS icon
59
First Trust Capital Strength ETF
FTCS
$8.48B
$1.22M 0.29%
13,232
-2,346
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.18M 0.28%
2,339
+8
ORCL icon
61
Oracle
ORCL
$400B
$1.08M 0.26%
5,529
-66
MRK icon
62
Merck
MRK
$301B
$1.07M 0.25%
10,182
-730
MINT icon
63
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.8B
$947K 0.22%
9,441
-100
LMT icon
64
Lockheed Martin
LMT
$143B
$920K 0.22%
1,903
-1
MCD icon
65
McDonald's
MCD
$232B
$911K 0.22%
2,981
GE icon
66
GE Aerospace
GE
$331B
$909K 0.22%
2,949
-208
IBIT icon
67
iShares Bitcoin Trust
IBIT
$53B
$905K 0.21%
18,224
+1,485
GDLC
68
Grayscale CoinDesk Crypto 5 ETF
GDLC
$388M
$806K 0.19%
+19,496
MCK icon
69
McKesson
MCK
$117B
$779K 0.18%
950
-84
LRCX icon
70
Lam Research
LRCX
$280B
$776K 0.18%
4,535
-1,149
CIBR icon
71
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.1B
$731K 0.17%
10,234
-1,152
ACN icon
72
Accenture
ACN
$146B
$722K 0.17%
2,693
-67
ADP icon
73
Automatic Data Processing
ADP
$93.7B
$688K 0.16%
2,676
+124
SPY icon
74
State Street SPDR S&P 500 ETF Trust
SPY
$702B
$673K 0.16%
987
MCO icon
75
Moody's
MCO
$81.2B
$672K 0.16%
1,315
+20
1 2
3
4 5