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
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.55M
3
+$3.85M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.53M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.45M

Top Sells

1
+$16.3M
2
+$3.31M
3
+$1.72M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.61M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.26M

Sector Composition

1 Technology 10.17%
2 Healthcare 7.82%
3 Communication Services 7.56%
4 Consumer Discretionary 6.84%
5 Financials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.19%
+1,908
77
$315K 0.19%
6,752
+718
78
$309K 0.19%
3,467
+519
79
$303K 0.18%
982
-18
80
$293K 0.18%
16,270
81
$287K 0.17%
+4,876
82
$282K 0.17%
+5,515
83
$276K 0.17%
3,748
+1
84
$250K 0.15%
4,523
-2,014
85
$228K 0.14%
1,746
-596
86
$216K 0.13%
+9,111
87
$216K 0.13%
+1,599
88
$211K 0.13%
1,828
-434
89
$209K 0.13%
+1,200
90
$124K 0.07%
16,321
91
$122K 0.07%
13,146
+85
92
$117K 0.07%
26,553
93
– –
-8,562
94
– –
-4,871
95
– –
-7,654
96
– –
-2,250
1 2 3
4