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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$8.79M
3
+$8.16M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.82M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.4M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 7.14%
2 Technology 6.38%
3 Healthcare 6.07%
4 Consumer Discretionary 5.1%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$454K 0.38%
+2,366
52
$440K 0.36%
+9,302
53
$423K 0.35%
+9,228
54
$418K 0.35%
+2,203
55
$416K 0.34%
+7,240
56
$395K 0.33%
+3,782
57
$386K 0.32%
+4,613
58
$382K 0.32%
+2,525
59
$381K 0.32%
+2,730
60
$376K 0.31%
+2,806
61
$376K 0.31%
+5,180
62
$368K 0.3%
+2,136
63
$366K 0.3%
+2,927
64
$348K 0.29%
+7,534
65
$322K 0.27%
+3,262
66
$318K 0.26%
+3,193
67
$315K 0.26%
+5,138
68
$305K 0.25%
+3,758
69
$296K 0.25%
+5,315
70
$286K 0.24%
+3,044
71
$286K 0.24%
+4,816
72
$280K 0.23%
+6,540
73
$264K 0.22%
+2,201
74
$259K 0.21%
+4,162
75
$256K 0.21%
+2,152
1 2
3
4