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
$121M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$8.79M
3 +$8.16M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.82M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.4M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 7.14%
2 Technology 6.38%
3 Healthcare 6.07%
4 Consumer Discretionary 5.1%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$249K 0.21%
+51,400
77
$248K 0.21%
+1,331
78
$248K 0.21%
+2,779
79
$247K 0.2%
+6,489
80
$233K 0.19%
+874
81
$224K 0.19%
+1,466
82
$211K 0.17%
+1,833
83
$209K 0.17%
+2,254
84
$209K 0.17%
+1,368
85
$209K 0.17%
+2,246
86
$201K 0.17%
+7,602
87
$197K 0.16%
+11,434