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
$326M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.07M
3
+$1M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$887K
5
VB icon
Vanguard Small-Cap ETF
VB
+$774K

Top Sells

1
+$3.43M
2
+$2.82M
3
+$633K
4
CMCSA icon
Comcast
CMCSA
+$583K
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$475K

Sector Composition

1 Technology 13.64%
2 Healthcare 5.79%
3 Consumer Discretionary 5.54%
4 Communication Services 5.04%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$602K 0.18%
1,030
+63
77
$591K 0.18%
10,186
-349
78
$553K 0.17%
1,314
+74
79
$527K 0.16%
2,646
80
$500K 0.15%
3,035
-3
81
$490K 0.15%
543
+31
82
$485K 0.15%
7,419
+124
83
$481K 0.15%
7,015
-156
84
$473K 0.15%
852
85
$466K 0.14%
856
86
$458K 0.14%
2,897
+190
87
$418K 0.13%
6,604
-269
88
$375K 0.12%
1,926
-81
89
$372K 0.11%
+971
90
$356K 0.11%
10,436
+4,535
91
$350K 0.11%
1,573
-80
92
$348K 0.11%
4,469
-78
93
$312K 0.1%
2,714
+130
94
$309K 0.09%
2,030
95
$302K 0.09%
4,742
+282
96
$298K 0.09%
5,257
+960
97
$298K 0.09%
6,459
+1,848
98
$281K 0.09%
435
99
$278K 0.09%
5,785
+27
100
$268K 0.08%
+1,049
1 2 3
4
5