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
$192M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$432K
2 +$349K
3 +$200K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$196K
5
PYPL icon
PayPal
PYPL
+$165K

Sector Composition

1 Technology 10.05%
2 Healthcare 7.24%
3 Consumer Discretionary 7.22%
4 Communication Services 4.78%
5 Financials 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$74K 0.04%
12,972
102
-3,164
103
-9,336