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
$166M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.68M
3 +$1.21M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.08M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$945K

Top Sells

1 +$979K
2 +$490K
3 +$452K
4
AAPL icon
Apple
AAPL
+$412K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$367K

Sector Composition

1 Technology 10.01%
2 Communication Services 7.72%
3 Healthcare 7.66%
4 Financials 5.25%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,002
127
-9,645