DC

DeDora Capital Portfolio holdings

AUM $408M
1-Year Est. Return 21.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$757K
3
+$697K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$408K
5
VB icon
Vanguard Small-Cap ETF
VB
+$386K

Top Sells

1
+$1.19M
2
+$978K
3
+$549K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$437K
5
AVGO icon
Broadcom
AVGO
+$401K

Sector Composition

1 Technology 13.2%
2 Communication Services 6.1%
3 Consumer Discretionary 5.76%
4 Healthcare 4.47%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.43%
18,123
+1,031
52
$1.77M 0.43%
4,975
-43
53
$1.63M 0.39%
12,197
-394
54
$1.57M 0.38%
5,595
+106
55
$1.46M 0.35%
15,578
-4,740
56
$1.42M 0.34%
8,238
+394
57
$1.4M 0.34%
17,324
-74
58
$1.37M 0.33%
18,682
+10,665
59
$1.17M 0.28%
2,331
-25
60
$1.13M 0.27%
6,095
+197
61
$1.09M 0.26%
16,739
+1,181
62
$961K 0.23%
9,541
63
$951K 0.23%
1,904
-2
64
$950K 0.23%
3,157
+90
65
$916K 0.22%
10,912
-112
66
$906K 0.22%
2,981
+1
67
$889K 0.21%
11,635
+1,581
68
$865K 0.21%
11,386
-1,174
69
$799K 0.19%
1,034
-10
70
$761K 0.18%
5,684
-58
71
$749K 0.18%
2,552
-22
72
$681K 0.16%
2,760
-18
73
$658K 0.16%
987
74
$621K 0.15%
5,427
-631
75
$617K 0.15%
1,295
-2
1 2
3
4 5