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
$166M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.68M
3
+$1.21M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.08M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$945K

Top Sells

1
+$979K
2
+$490K
3
+$452K
4
AAPL icon
Apple
AAPL
+$412K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$367K

Sector Composition

1 Technology 10.01%
2 Communication Services 7.72%
3 Healthcare 7.66%
4 Financials 5.25%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$835K 0.5%
12,855
+735
52
$771K 0.46%
5,287
+631
53
$766K 0.46%
8,260
-3,953
54
$752K 0.45%
5,197
-161
55
$712K 0.43%
2,421
-3,328
56
$651K 0.39%
22,062
+7,356
57
$594K 0.36%
3,006
-2,287
58
$591K 0.36%
8,471
+211
59
$571K 0.34%
5,635
+2,536
60
$565K 0.34%
3,952
+17
61
$555K 0.33%
9,172
-284
62
$533K 0.32%
4,701
+2,014
63
$522K 0.31%
2,272
+5
64
$482K 0.29%
12,979
-307
65
$480K 0.29%
12,120
+5,700
66
$452K 0.27%
2,132
67
$426K 0.26%
+2,618
68
$387K 0.23%
7,307
-891
69
$379K 0.23%
4,255
-92
70
$365K 0.22%
+4,573
71
$360K 0.22%
7,690
-24
72
$351K 0.21%
2,914
+23
73
$349K 0.21%
1,059
74
$345K 0.21%
2,336
+72
75
$335K 0.2%
3,815
+4
1 2
3
4 5