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
$365M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$228K
3
+$207K
4
VB icon
Vanguard Small-Cap ETF
VB
+$156K
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$146K

Top Sells

1
+$408K
2
+$347K
3
+$330K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$275K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$240K

Sector Composition

1 Technology 13.23%
2 Consumer Discretionary 6.35%
3 Communication Services 5.48%
4 Healthcare 4.98%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.37%
20,126
+396
52
$1.18M 0.32%
11,815
-128
53
$1.17M 0.32%
9,703
+83
54
$1.16M 0.32%
10,447
-215
55
$1.16M 0.32%
4,798
-27
56
$1.15M 0.32%
18,602
+3,333
57
$1.13M 0.31%
19,353
58
$1.07M 0.29%
2,361
-607
59
$997K 0.27%
9,940
-165
60
$967K 0.26%
24,184
-73
61
$955K 0.26%
7,188
+98
62
$954K 0.26%
5,727
-40
63
$947K 0.26%
1,949
+2
64
$913K 0.25%
15,134
+274
65
$879K 0.24%
3,034
+1
66
$878K 0.24%
6,068
-34
67
$811K 0.22%
11,319
-50
68
$795K 0.22%
6,302
+249
69
$793K 0.22%
9,291
-385
70
$740K 0.2%
2,530
-45
71
$740K 0.2%
11,661
+26
72
$726K 0.2%
3,162
-28
73
$700K 0.19%
33,237
74
$627K 0.17%
11,824
+506
75
$608K 0.17%
1,168
-7
1 2
3
4 5