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
$229M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$511K
2
+$323K
3
+$277K
4
PFE icon
Pfizer
PFE
+$214K
5
AMT icon
American Tower
AMT
+$205K

Top Sells

1
+$545K
2
+$522K
3
+$326K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$263K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$244K

Sector Composition

1 Technology 10.83%
2 Communication Services 7.66%
3 Consumer Discretionary 7.19%
4 Healthcare 6.68%
5 Financials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$932K 0.41%
15,297
+118
52
$909K 0.4%
3,936
-5
53
$884K 0.39%
2,999
-2
54
$875K 0.38%
3,150
-36
55
$847K 0.37%
5,139
-29
56
$828K 0.36%
9,613
-257
57
$810K 0.35%
4,891
58
$769K 0.34%
16,356
+189
59
$730K 0.32%
9,967
-468
60
$715K 0.31%
9,185
+11
61
$689K 0.3%
1,177
+13
62
$684K 0.3%
3,288
+93
63
$678K 0.3%
1,345
+53
64
$670K 0.29%
8,084
-1,319
65
$666K 0.29%
11,866
-29
66
$653K 0.28%
3,398
+62
67
$624K 0.27%
17,693
+49
68
$544K 0.24%
5,793
+566
69
$507K 0.22%
3,419
+13
70
$480K 0.21%
1,963
+9
71
$424K 0.18%
4,052
-96
72
$415K 0.18%
6,293
+564
73
$405K 0.18%
3,262
-35
74
$392K 0.17%
3,278
-72
75
$387K 0.17%
1,628
+14
1 2
3
4