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
$132M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$762K
3
+$740K
4
UNH icon
UnitedHealth
UNH
+$667K
5
INTC icon
Intel
INTC
+$517K

Top Sells

1
+$1.74M
2
+$1.55M
3
+$1.35M
4
SYK icon
Stryker
SYK
+$517K
5
CMCSA icon
Comcast
CMCSA
+$456K

Sector Composition

1 Technology 8.15%
2 Healthcare 7.81%
3 Communication Services 7.64%
4 Consumer Discretionary 6.66%
5 Financials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$486K 0.37%
69,160
+3,480
52
$454K 0.34%
7,987
+1,166
53
$454K 0.34%
8,814
-180
54
$439K 0.33%
5,689
-998
55
$427K 0.32%
4,283
+244
56
$421K 0.32%
3,047
-175
57
$421K 0.32%
3,446
-270
58
$389K 0.29%
9,298
-1,141
59
$378K 0.29%
5,335
+68
60
$369K 0.28%
8,036
-829
61
$356K 0.27%
3,288
-48
62
$341K 0.26%
4,103
-5,199
63
$331K 0.25%
2,006
-9
64
$326K 0.25%
12,839
-13,261
65
$323K 0.24%
1,578
-776
66
$321K 0.24%
7,423
-35,866
67
$311K 0.24%
7,428
+16
68
$301K 0.23%
3,822
+96
69
$299K 0.23%
2,835
-12,778
70
$297K 0.22%
+1,100
71
$295K 0.22%
4,697
+199
72
$288K 0.22%
2,510
+215
73
$280K 0.21%
10,995
74
$279K 0.21%
16,270
75
$254K 0.19%
874
1 2
3
4