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
$198M
AUM Growth
-$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.5M
3
+$2.94M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.47M
5
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$1.62M

Top Sells

1
+$3.18M
2
+$2.47M
3
+$2.21M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.08M
5
GILD icon
Gilead Sciences
GILD
+$549K

Sector Composition

1 Technology 10.26%
2 Healthcare 7.62%
3 Consumer Discretionary 6.67%
4 Communication Services 5.45%
5 Financials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$962K 0.48%
5,418
+345
52
$957K 0.48%
13,696
-954
53
$945K 0.48%
5,180
+1,789
54
$908K 0.46%
11,728
-1,489
55
$843K 0.42%
20,808
+3,114
56
$821K 0.41%
1,909
-54
57
$796K 0.4%
2,917
+54
58
$787K 0.4%
3,190
-164
59
$768K 0.39%
1,414
+13
60
$755K 0.38%
4,479
-202
61
$754K 0.38%
2,715
-177
62
$693K 0.35%
8,375
-389
63
$670K 0.34%
7,094
-455
64
$591K 0.3%
5,779
-1,064
65
$578K 0.29%
18,351
-1,705
66
$572K 0.29%
4,866
+10
67
$560K 0.28%
7,328
+450
68
$546K 0.28%
3,120
-609
69
$518K 0.26%
8,374
-8,873
70
$515K 0.26%
3,091
-19
71
$467K 0.24%
6,685
-1,190
72
$467K 0.24%
6,109
-394
73
$415K 0.21%
2,702
-473
74
$379K 0.19%
1,035
+186
75
$371K 0.19%
5,981
+4,660
1 2
3
4 5