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
$230M
AUM Growth
+$617K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$742K
3
+$596K
4
XYZ
Block Inc
XYZ
+$321K
5
AAPL icon
Apple
AAPL
+$321K

Top Sells

1
+$579K
2
+$555K
3
+$535K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$415K
5
BABA icon
Alibaba
BABA
+$353K

Sector Composition

1 Technology 11.18%
2 Communication Services 7.72%
3 Consumer Discretionary 7.42%
4 Healthcare 6.61%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$951K 0.41%
2,972
-27
52
$939K 0.41%
15,689
+392
53
$913K 0.4%
3,346
+196
54
$898K 0.39%
3,724
-212
55
$827K 0.36%
5,118
-21
56
$812K 0.35%
9,423
-190
57
$803K 0.35%
1,405
+60
58
$794K 0.35%
4,836
-55
59
$780K 0.34%
8,957
-228
60
$766K 0.33%
9,756
-211
61
$759K 0.33%
+15,036
62
$735K 0.32%
15,825
-531
63
$706K 0.31%
1,227
+50
64
$645K 0.28%
7,751
-333
65
$643K 0.28%
6,246
+453
66
$635K 0.28%
11,916
+50
67
$632K 0.27%
3,287
-111
68
$620K 0.27%
18,148
+455
69
$585K 0.25%
3,210
-78
70
$535K 0.23%
1,972
+9
71
$479K 0.21%
3,184
-235
72
$476K 0.21%
4,696
+644
73
$435K 0.19%
3,943
+610
74
$430K 0.19%
3,425
+147
75
$421K 0.18%
1,561
-67
1 2
3
4