ADL
Asset Dedication LLC Portfolio holdings
AUM
$1.52B
1-Year Est. Return
19.25%
This Fund
S&P 500
1 Year Est. Return
+19.25%
AUM
$310M
AUM Growth
+$22.6M
(+7.9%)
Holding
667
Top Buys
| 1 | +$4.62M | |
| 2 | +$4.47M | |
| 3 | +$2.77M | |
| 4 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
+$1.33M |
| 5 |
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
|
+$1.3M |
Top Sells
| 1 | +$2.41M | |
| 2 | +$2.32M | |
| 3 | +$1.11M | |
| 4 |
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
|
+$886K |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$814K |
Sector Composition
| 1 | Technology | 7.34% |
| 2 | Financials | 5.74% |
| 3 | Industrials | 4.29% |
| 4 | Communication Services | 4.24% |
| 5 | Consumer Discretionary | 4.24% |