DC

DeDora Capital Portfolio holdings

AUM $408M
1-Year Est. Return 21.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$985K
3
+$892K
4
AVTR icon
Avantor
AVTR
+$760K
5
VB icon
Vanguard Small-Cap ETF
VB
+$688K

Top Sells

1
+$1.68M
2
+$1.15M
3
+$1.08M
4
VUG icon
Vanguard Growth ETF
VUG
+$833K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$533K

Sector Composition

1 Technology 10.85%
2 Healthcare 8.69%
3 Communication Services 8.39%
4 Consumer Discretionary 5.87%
5 Financials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
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