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
$254M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.31M
3 +$908K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$707K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$655K

Sector Composition

1 Technology 11.15%
2 Healthcare 6.62%
3 Consumer Discretionary 6.31%
4 Communication Services 5.15%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,185