DC
DeDora Capital Portfolio holdings
AUM
$422M
1-Year Est. Return
20.42%
This Fund
S&P 500
1 Year Est. Return
+20.42%
AUM
$422M
AUM Growth
+$8.18M
(+2%)
Holding
115
Top Buys
| 1 | +$3.54M | |
| 2 | +$1.01M | |
| 3 | +$954K | |
| 4 |
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
|
+$935K |
| 5 |
Vanguard ESG US Corporate Bond ETF
VCEB
|
+$612K |
Top Sells
| 1 | +$1.53M | |
| 2 | +$879K | |
| 3 | +$752K | |
| 4 |
Advanced Micro Devices
AMD
|
+$617K |
| 5 |
Apple
AAPL
|
+$441K |
Sector Composition
| 1 | Technology | 12.56% |
| 2 | Communication Services | 6.21% |
| 3 | Consumer Discretionary | 5.5% |
| 4 | Healthcare | 4.81% |
| 5 | Financials | 4.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Digital Realty Trust
DLR
$60.6B
| $309K | 0.07% |
1,997
|
|
||
102
Carrier Global
CARR
$48.7B
| $286K | 0.07% |
5,404
-17
|
|
||
103
Boeing
BA
$156B
| $279K | 0.07% |
1,285
-1
|
|
||
104
Verizon
VZ
$213B
| $279K | 0.07% |
6,843
-823
|
|
||
105
Grayscale Bitcoin Trust
GBTC
$28.1B
| $277K | 0.07% |
4,057
-147
|
|
||
106
iShares Silver Trust
SLV
$35.4B
| $273K | 0.06% |
+4,235
|
|
||
107
Vanguard ESG US Stock ETF
ESGV
$11.1B
| $269K | 0.06% |
2,221
+49
|
|
||
108
Lowe's Companies
LOW
$131B
| $267K | 0.06% |
1,108
|
|
||
109
PayPal
PYPL
$41.9B
| $265K | 0.06% |
4,545
-2,948
|
|
||
110
Coca-Cola
KO
$323B
| $240K | 0.06% |
3,426
-919
|
|
||
111
United Parcel Service
UPS
$82.9B
| $238K | 0.06% |
2,402
-4,113
|
|
||
112
Starbucks
SBUX
$107B
| $222K | 0.05% |
2,641
-646
|
|
||
113
PTC
PTC
$17.8B
| $220K | 0.05% |
1,262
|
|
||
114
First Trust Preferred Securities and Income ETF
FPE
$6.32B
| $193K | 0.05% |
10,588
-799
|
|
||
115
Nokia
NOK
$45B
| $166K | 0.04% |
25,707
|
|