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
$127M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$715K
3
+$560K
4
SYK icon
Stryker
SYK
+$517K
5
BA icon
Boeing
BA
+$354K

Top Sells

1
+$1.42M
2
+$700K
3
+$418K
4
AAPL icon
Apple
AAPL
+$383K
5
AVGO icon
Broadcom
AVGO
+$366K

Sector Composition

1 Healthcare 7.02%
2 Technology 6.95%
3 Communication Services 6.84%
4 Consumer Discretionary 6.15%
5 Financials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.22%
4,498
-1,129
77
$284K 0.22%
10,995
78
$281K 0.22%
16,270
79
$244K 0.19%
+3,212
80
$240K 0.19%
4,541
-49
81
$240K 0.19%
3,726
-2,428
82
$237K 0.19%
874
83
$235K 0.19%
+2,952
84
$223K 0.18%
2,258
+6
85
$219K 0.17%
2,295
-42
86
$216K 0.17%
2,035
+13
87
$215K 0.17%
2,565
+14
88
$212K 0.17%
+2,582
89
$203K 0.16%
+3,738
90
$201K 0.16%
99
-3
91
$200K 0.16%
1,386
+7
92
– –
-2,956
93
– –
-9,514
94
– –
-2,724
95
– –
-6,439
96
– –
-6,581
97
– –
-3,830
1 2 3
4