DC

DeDora Capital Portfolio holdings

AUM $422M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
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
State Street 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
51
$1.67M 0.44%
18,280
52
$1.59M 0.42%
17,092
+1,043
53
$1.54M 0.4%
10,862
+913
54
$1.53M 0.4%
5,018
+81
55
$1.21M 0.32%
7,844
+385
56
$1.2M 0.31%
5,489
-235
57
$1.19M 0.31%
43,161
-413,198
58
$1.18M 0.31%
17,398
-3,237
59
$1.14M 0.3%
2,356
+78
60
$959K 0.25%
9,541
-149
61
$952K 0.25%
15,558
+1,067
62
$949K 0.25%
12,560
+665
63
$901K 0.24%
5,898
-98
64
$883K 0.23%
1,906
-12
65
$873K 0.23%
11,024
-130
66
$871K 0.23%
2,980
-43
67
$830K 0.22%
2,778
-443
68
$794K 0.21%
2,574
+30
69
$790K 0.21%
3,067
+336
70
$765K 0.2%
1,044
+9
71
$751K 0.2%
6,058
-1,793
72
$659K 0.17%
10,054
+816
73
$651K 0.17%
1,297
+28
74
$640K 0.17%
6,343
-176
75
$632K 0.17%
8,509
-249
1 2
3
4 5