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
$176M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$15.1M
3
+$11M
4
LUV icon
Southwest Airlines
LUV
+$6.56M
5
PEP icon
PepsiCo
PEP
+$6.04M

Top Sells

1
+$18.1M
2
+$15.7M
3
+$14.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.7M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.38M

Sector Composition

1 Consumer Staples 13.39%
2 Financials 11.32%
3 Consumer Discretionary 10.14%
4 Technology 9.79%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
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