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
$285M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$4.02M
2 +$572K
3 +$332K
4
NVDA icon
NVIDIA
NVDA
+$161K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$134K

Sector Composition

1 Technology 11.66%
2 Healthcare 6.25%
3 Consumer Discretionary 6.22%
4 Communication Services 4.97%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$217K 0.08%
+3,531
102
$87.9K 0.03%
25,707