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
$166M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.68M
3
+$1.21M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.08M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$945K

Top Sells

1
+$979K
2
+$490K
3
+$452K
4
AAPL icon
Apple
AAPL
+$412K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$367K

Sector Composition

1 Technology 10.01%
2 Communication Services 7.72%
3 Healthcare 7.66%
4 Financials 5.25%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.02%
+219
102
$27K 0.02%
+508
103
$26K 0.02%
+274
104
$22K 0.01%
+132
105
$19K 0.01%
+156
106
$18K 0.01%
+120
107
$14K 0.01%
+81
108
$14K 0.01%
+122
109
$12K 0.01%
+74
110
$11K 0.01%
+95
111
$10K 0.01%
+134
112
$9K 0.01%
+68
113
$7K ﹤0.01%
+211
114
$7K ﹤0.01%
+91
115
$6K ﹤0.01%
+77
116
$6K ﹤0.01%
+65
117
$6K ﹤0.01%
+2,031
118
$5K ﹤0.01%
+66
119
$4K ﹤0.01%
+42
120
$3K ﹤0.01%
+32
121
$2K ﹤0.01%
+20
122
– –
-2,031
123
– –
-2,157
124
– –
-1,501
125
– –
-911
2 3 4
5
6