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
$365M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$228K
3
+$207K
4
VB icon
Vanguard Small-Cap ETF
VB
+$156K
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$146K

Top Sells

1
+$408K
2
+$347K
3
+$330K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$275K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$240K

Sector Composition

1 Technology 13.23%
2 Consumer Discretionary 6.35%
3 Communication Services 5.48%
4 Healthcare 4.98%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$606K 0.17%
1,280
-16
77
$601K 0.16%
1,054
+14
78
$578K 0.16%
987
+131
79
$571K 0.16%
542
-4
80
$529K 0.14%
6,453
-1,257
81
$525K 0.14%
9,125
+1,243
82
$462K 0.13%
3,036
83
$456K 0.13%
7,641
-6
84
$418K 0.11%
11,132
-425
85
$408K 0.11%
7,842
+414
86
$406K 0.11%
2,646
87
$391K 0.11%
5,415
-325
88
$381K 0.1%
5,970
-176
89
$379K 0.1%
852
90
$376K 0.1%
4,118
-41
91
$362K 0.1%
1,456
-79
92
$360K 0.1%
2,030
93
$358K 0.1%
3,064
+33
94
$346K 0.09%
1,845
95
$332K 0.09%
971
96
$324K 0.09%
4,378
-285
97
$306K 0.08%
4,908
+6
98
$302K 0.08%
428
99
$295K 0.08%
2,746
-16
100
$294K 0.08%
3,179
-34
1 2 3
4
5