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
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.55M
3
+$3.85M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.53M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.45M

Top Sells

1
+$16.3M
2
+$3.31M
3
+$1.72M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.61M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.26M

Sector Composition

1 Technology 10.17%
2 Healthcare 7.82%
3 Communication Services 7.56%
4 Consumer Discretionary 6.84%
5 Financials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$747K 0.45%
9,378
+7
52
$740K 0.45%
5,207
+3,181
53
$724K 0.44%
5,150
-13
54
$715K 0.43%
4,005
-266
55
$651K 0.39%
2,146
-279
56
$616K 0.37%
5,521
+157
57
$586K 0.35%
3,176
+147
58
$585K 0.35%
9,740
+1,000
59
$576K 0.35%
+18,943
60
$564K 0.34%
5,750
+5
61
$521K 0.31%
22,822
+747
62
$505K 0.3%
1,955
-149
63
$499K 0.3%
2,662
+104
64
$494K 0.3%
1,364
-2,293
65
$486K 0.29%
12,174
+15
66
$468K 0.28%
1,075
+16
67
$459K 0.28%
+7,449
68
$449K 0.27%
4,895
+171
69
$430K 0.26%
4,607
+242
70
$412K 0.25%
15,167
-63,152
71
$409K 0.25%
13,196
+366
72
$390K 0.24%
1,810
-274
73
$351K 0.21%
2,655
+196
74
$346K 0.21%
2,128
-2,498
75
$326K 0.2%
2,934
+566
1 2
3
4