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
$422M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.01M
3
+$965K
4
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$806K
5
VCEB icon
Vanguard ESG US Corporate Bond ETF
VCEB
+$608K

Top Sells

1
+$1.53M
2
+$851K
3
+$746K
4
AMD icon
Advanced Micro Devices
AMD
+$589K
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 12.56%
2 Communication Services 6.21%
3 Consumer Discretionary 5.5%
4 Healthcare 4.81%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
76
Thermo Fisher Scientific
TMO
$202B
$667K 0.16%
1,151
ADBE icon
77
Adobe
ADBE
$109B
$651K 0.15%
1,860
+290
NEE icon
78
NextEra Energy
NEE
$189B
$642K 0.15%
7,998
+93
NUE icon
79
Nucor
NUE
$44B
$624K 0.15%
3,825
+42
GWW icon
80
W.W. Grainger
GWW
$56.8B
$606K 0.14%
601
+45
DIS icon
81
Walt Disney
DIS
$189B
$595K 0.14%
5,227
-200
CAT icon
82
Caterpillar
CAT
$330B
$514K 0.12%
897
-175
PLTR icon
83
Palantir
PLTR
$318B
$475K 0.11%
2,674
+396
TM icon
84
Toyota
TM
$317B
$458K 0.11%
2,141
+45
COIN icon
85
Coinbase
COIN
$41.9B
$454K 0.11%
2,007
+196
QCOM icon
86
Qualcomm
QCOM
$145B
$453K 0.11%
2,646
CRWD icon
87
CrowdStrike
CRWD
$95.5B
$446K 0.11%
952
-7
SHY icon
88
iShares 1-3 Year Treasury Bond ETF
SHY
$24.3B
$418K 0.1%
5,043
-639
AZN icon
89
AstraZeneca
AZN
$293B
$410K 0.1%
4,457
+155
PEP icon
90
PepsiCo
PEP
$232B
$393K 0.09%
2,740
AVTR icon
91
Avantor
AVTR
$7.49B
$381K 0.09%
33,237
TEL icon
92
TE Connectivity
TEL
$62.9B
$379K 0.09%
1,664
-429
DHR icon
93
Danaher
DHR
$153B
$377K 0.09%
1,648
-57
XOM icon
94
Exxon Mobil
XOM
$622B
$374K 0.09%
3,107
+430
CME icon
95
CME Group
CME
$108B
$365K 0.09%
1,335
+52
GILD icon
96
Gilead Sciences
GILD
$186B
$355K 0.08%
2,890
-121
MU icon
97
Micron Technology
MU
$427B
$339K 0.08%
+1,186
ANET icon
98
Arista Networks
ANET
$167B
$331K 0.08%
2,528
AXP icon
99
American Express
AXP
$246B
$321K 0.08%
868
URI icon
100
United Rentals
URI
$55.5B
$320K 0.08%
396
-12
1 2 3
4
5