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
$383M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$4.79M
3
+$1.64M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.58M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.26M

Top Sells

1
+$11.4M
2
+$1.14M
3
+$500K
4
VUG icon
Vanguard Growth ETF
VUG
+$490K
5
APP icon
Applovin
APP
+$432K

Sector Composition

1 Technology 12.7%
2 Consumer Discretionary 5.47%
3 Communication Services 5.21%
4 Financials 4.75%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPRO icon
51
ProShares UltraPro S&P 500
UPRO
$4.89B
$1.67M 0.44%
18,280
UBER icon
52
Uber
UBER
$201B
$1.59M 0.42%
17,092
+1,043
AMD icon
53
Advanced Micro Devices
AMD
$416B
$1.54M 0.4%
10,862
+913
GLD icon
54
SPDR Gold Trust
GLD
$128B
$1.53M 0.4%
5,018
+81
ENSG icon
55
The Ensign Group
ENSG
$10.4B
$1.21M 0.32%
7,844
+385
ORCL icon
56
Oracle
ORCL
$749B
$1.2M 0.31%
5,489
-235
CGMS icon
57
Capital Group US Multi-Sector Income ETF
CGMS
$3.29B
$1.19M 0.31%
43,161
-413,198
XEL icon
58
Xcel Energy
XEL
$48B
$1.18M 0.31%
17,398
-3,237
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.03T
$1.14M 0.3%
2,356
+78
MINT icon
60
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$959K 0.25%
9,541
-149
IBIT icon
61
iShares Bitcoin Trust
IBIT
$84B
$952K 0.25%
15,558
+1,067
CIBR icon
62
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
$949K 0.25%
12,560
+665
JNJ icon
63
Johnson & Johnson
JNJ
$455B
$901K 0.24%
5,898
-98
LMT icon
64
Lockheed Martin
LMT
$114B
$883K 0.23%
1,906
-12
MRK icon
65
Merck
MRK
$215B
$873K 0.23%
11,024
-130
MCD icon
66
McDonald's
MCD
$213B
$871K 0.23%
2,980
-43
ACN icon
67
Accenture
ACN
$155B
$830K 0.22%
2,778
-443
ADP icon
68
Automatic Data Processing
ADP
$105B
$794K 0.21%
2,574
+30
GE icon
69
GE Aerospace
GE
$326B
$790K 0.21%
3,067
+336
MCK icon
70
McKesson
MCK
$101B
$765K 0.2%
1,044
+9
DIS icon
71
Walt Disney
DIS
$202B
$751K 0.2%
6,058
-1,793
GLDM icon
72
SPDR Gold MiniShares Trust
GLDM
$21.8B
$659K 0.17%
10,054
+816
MCO icon
73
Moody's
MCO
$85.7B
$651K 0.17%
1,297
+28
UPS icon
74
United Parcel Service
UPS
$81.7B
$640K 0.17%
6,343
-176
PYPL icon
75
PayPal
PYPL
$64.8B
$632K 0.17%
8,509
-249
1 2
3
4 5