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
$203M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$422K
3
+$402K
4
MSFT icon
Microsoft
MSFT
+$335K
5
HD icon
Home Depot
HD
+$273K

Top Sells

1
+$517K
2
+$394K
3
+$347K
4
INTC icon
Intel
INTC
+$302K
5
CSCO icon
Cisco
CSCO
+$266K

Sector Composition

1 Technology 11.04%
2 Consumer Discretionary 7.81%
3 Communication Services 7.04%
4 Healthcare 6.87%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$954K 0.47%
2,688
+34
52
$945K 0.47%
2,509
+652
53
$902K 0.45%
10,442
-1,086
54
$864K 0.43%
14,698
+222
55
$853K 0.42%
14,639
-707
56
$841K 0.42%
3,219
+837
57
$834K 0.41%
3,885
+1,008
58
$826K 0.41%
4,631
+13
59
$810K 0.4%
5,145
+157
60
$804K 0.4%
10,416
+2,976
61
$756K 0.37%
3,262
-881
62
$705K 0.35%
14,664
+1,056
63
$626K 0.31%
10,099
+3,554
64
$615K 0.3%
1,321
-35
65
$585K 0.29%
9,037
+3,536
66
$569K 0.28%
1,137
+37
67
$553K 0.27%
2,484
+102
68
$513K 0.25%
3,049
-44
69
$492K 0.24%
3,316
-70
70
$441K 0.22%
1,897
+70
71
$402K 0.2%
+2,449
72
$394K 0.19%
4,291
+290
73
$387K 0.19%
3,303
+16
74
$377K 0.19%
3,785
-560
75
$338K 0.17%
2,400
+12
1 2
3
4