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
$365M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Sells

1 +$408K
2 +$347K
3 +$330K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$275K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$240K

Sector Composition

1 Technology 13.23%
2 Consumer Discretionary 6.35%
3 Communication Services 5.48%
4 Healthcare 4.98%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$279K 0.08%
2,528
102
$279K 0.08%
1,131
103
$258K 0.07%
868
104
$250K 0.07%
14,129
+1,381
105
$250K 0.07%
3,304
106
$243K 0.07%
1,324
107
$228K 0.06%
+1,286
108
$200K 0.05%
3,212
109
$114K 0.03%
25,707