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ADL
Asset Dedication LLC Portfolio holdings
AUM
$1.43B
1-Year Est. Return
22.09%
This Fund
S&P 500
1 Year Est. Return
+22.09%
AUM
$207M
AUM Growth
+$8.59M
(+4.3%)
Holding
420
Top Buys
| 1 | +$1.34M | |
| 2 | +$1.32M | |
| 3 | +$769K | |
| 4 |
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
|
+$760K |
| 5 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
+$609K |
Top Sells
| 1 | +$1.66M | |
| 2 | +$1.47M | |
| 3 | +$1.19M | |
| 4 |
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
|
+$1.03M |
| 5 |
American Express
AXP
|
+$891K |
Sector Composition
| 1 | Technology | 5.24% |
| 2 | Financials | 4.55% |
| 3 | Communication Services | 4.53% |
| 4 | Healthcare | 4.15% |
| 5 | Industrials | 3.72% |