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
$166M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.68M
3
+$1.21M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.08M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$945K

Top Sells

1
+$979K
2
+$490K
3
+$452K
4
AAPL icon
Apple
AAPL
+$412K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$367K

Sector Composition

1 Technology 10.01%
2 Communication Services 7.72%
3 Healthcare 7.66%
4 Financials 5.25%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$334K 0.2%
3,004
77
$331K 0.2%
+2,425
78
$322K 0.19%
1,000
+1
79
$319K 0.19%
3,764
-14
80
$317K 0.19%
+9,002
81
$303K 0.18%
+6,320
82
$302K 0.18%
1,671
-1,359
83
$291K 0.18%
901
+4
84
$290K 0.17%
16,270
85
$286K 0.17%
+2,233
86
$271K 0.16%
2,316
+3
87
$266K 0.16%
2,520
-11
88
$240K 0.14%
2,003
+48
89
$224K 0.13%
+3,485
90
$209K 0.13%
+3,907
91
$200K 0.12%
+4,538
92
$189K 0.11%
16,321
93
$125K 0.08%
2,249
+2
94
$119K 0.07%
+2,687
95
$116K 0.07%
+1,382
96
$110K 0.07%
+2,272
97
$101K 0.06%
+2,465
98
$83K 0.05%
+282
99
$44K 0.03%
+1,500
100
$42K 0.03%
+238
2 3
4
5 6