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
$211M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$650K
3
+$625K
4
KDP icon
Keurig Dr Pepper
KDP
+$606K
5
VUG icon
Vanguard Growth ETF
VUG
+$334K

Top Sells

1
+$1.67M
2
+$1.04M
3
+$638K
4
INTC icon
Intel
INTC
+$609K
5
BMY icon
Bristol-Myers Squibb
BMY
+$337K

Sector Composition

1 Technology 10.28%
2 Communication Services 7.54%
3 Consumer Discretionary 7.02%
4 Healthcare 6.81%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$892K 0.42%
2,530
+21
52
$883K 0.42%
3,941
+56
53
$851K 0.4%
9,870
-572
54
$849K 0.4%
5,168
+23
55
$829K 0.39%
3,001
-218
56
$814K 0.39%
3,186
-76
57
$789K 0.37%
10,435
+19
58
$782K 0.37%
4,891
+260
59
$761K 0.36%
11,895
-9,512
60
$732K 0.35%
16,167
+1,503
61
$718K 0.34%
9,403
-21,819
62
$644K 0.3%
9,174
+137
63
$630K 0.3%
3,336
+887
64
$606K 0.29%
+17,644
65
$590K 0.28%
1,292
-29
66
$553K 0.26%
1,164
+27
67
$543K 0.26%
3,195
+146
68
$482K 0.23%
3,406
+90
69
$435K 0.21%
4,148
+409
70
$414K 0.2%
1,954
-530
71
$410K 0.19%
5,227
+936
72
$390K 0.18%
3,297
-6
73
$381K 0.18%
5,729
+970
74
$355K 0.17%
3,350
-435
75
$353K 0.17%
1,559
-338
1 2
3
4