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
$127M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$715K
3
+$560K
4
SYK icon
Stryker
SYK
+$517K
5
BA icon
Boeing
BA
+$354K

Top Sells

1
+$1.42M
2
+$700K
3
+$418K
4
AAPL icon
Apple
AAPL
+$383K
5
AVGO icon
Broadcom
AVGO
+$366K

Sector Composition

1 Healthcare 7.02%
2 Technology 6.95%
3 Communication Services 6.84%
4 Consumer Discretionary 6.15%
5 Financials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$560K 0.44%
+4,497
52
$517K 0.41%
+3,064
53
$504K 0.4%
7,723
-2,279
54
$501K 0.39%
2,419
+65
55
$494K 0.39%
5,968
+6
56
$474K 0.37%
6,687
-379
57
$470K 0.37%
3,716
+787
58
$439K 0.35%
2,354
-1
59
$396K 0.31%
8,994
+37
60
$395K 0.31%
4,039
61
$394K 0.31%
8,865
62
$391K 0.31%
3,222
+562
63
$389K 0.31%
65,680
-240
64
$376K 0.3%
2,654
-7
65
$374K 0.29%
2,015
-87
66
$370K 0.29%
4,657
+417
67
$370K 0.29%
6,392
-375
68
$365K 0.29%
5,267
+130
69
$359K 0.28%
10,439
-3,301
70
$353K 0.28%
6,074
+48
71
$333K 0.26%
6,821
-385
72
$323K 0.25%
13,290
-15,060
73
$321K 0.25%
3,336
-42
74
$309K 0.24%
+7,412
75
$288K 0.23%
5,198
+34
1 2
3
4