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
$230M
AUM Growth
+$617K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$742K
3
+$596K
4
XYZ
Block Inc
XYZ
+$321K
5
AAPL icon
Apple
AAPL
+$321K

Top Sells

1
+$579K
2
+$555K
3
+$535K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$415K
5
BABA icon
Alibaba
BABA
+$353K

Sector Composition

1 Technology 11.18%
2 Communication Services 7.72%
3 Consumer Discretionary 7.42%
4 Healthcare 6.61%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$410K 0.18%
6,558
+265
77
$394K 0.17%
3,147
-115
78
$378K 0.16%
881
79
$330K 0.14%
2,628
80
$321K 0.14%
+1,337
81
$317K 0.14%
8,126
82
$317K 0.14%
6,509
+262
83
$283K 0.12%
1,285
84
$273K 0.12%
20,112
-889
85
$273K 0.12%
4,621
-27
86
$263K 0.11%
1,138
-79
87
$249K 0.11%
3,116
88
$248K 0.11%
16,321
89
$241K 0.1%
5,681
+750
90
$237K 0.1%
894
+133
91
$227K 0.1%
676
+28
92
$222K 0.1%
1,722
+6
93
$220K 0.1%
5,107
-348
94
$147K 0.06%
26,970
+1,263
95
$144K 0.06%
12,879
96
$103K 0.04%
+21,176
97
– –
-10,588
98
– –
-6,068
99
– –
-4,059
100
– –
-1,555
1 2 3
4