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
$347M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.43M
3
+$547K
4
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$383K
5
TM icon
Toyota
TM
+$349K

Top Sells

1
+$1.16M
2
+$868K
3
+$613K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$578K
5
AVGO icon
Broadcom
AVGO
+$578K

Sector Composition

1 Technology 11.52%
2 Healthcare 5.64%
3 Consumer Discretionary 5.47%
4 Communication Services 4.99%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.41%
4,937
+139
52
$1.38M 0.4%
23,161
+4,559
53
$1.35M 0.39%
18,280
54
$1.21M 0.35%
2,278
-83
55
$1.17M 0.34%
16,049
+915
56
$1.14M 0.33%
19,353
57
$1.02M 0.29%
9,949
+246
58
$1M 0.29%
3,221
-689
59
$1M 0.29%
11,154
-661
60
$994K 0.29%
5,996
-72
61
$975K 0.28%
9,690
-250
62
$965K 0.28%
7,459
+271
63
$944K 0.27%
3,023
-11
64
$857K 0.25%
1,918
-31
65
$800K 0.23%
5,724
-3
66
$795K 0.23%
11,220
-99
67
$777K 0.22%
2,544
+14
68
$775K 0.22%
7,851
-2,596
69
$749K 0.22%
11,895
+234
70
$723K 0.21%
15,942
-8,242
71
$717K 0.21%
6,519
+217
72
$697K 0.2%
1,035
-19
73
$678K 0.2%
14,491
+2,667
74
$645K 0.19%
11,294
+2,169
75
$591K 0.17%
1,269
-11
1 2
3
4 5