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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
$244M
AUM Growth
-$22.5M
(-8.4%)
Holding
684
Top Buys
| 1 | +$4.56M | |
| 2 | +$2.02M | |
| 3 | +$1.37M | |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$1.26M |
| 5 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
+$1.09M |
Top Sells
| 1 | +$5.7M | |
| 2 | +$2.26M | |
| 3 | +$2.17M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.01M |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$1.45M |
Sector Composition
| 1 | Technology | 7.08% |
| 2 | Financials | 5.51% |
| 3 | Consumer Discretionary | 4.61% |
| 4 | Healthcare | 4.55% |
| 5 | Industrials | 4.38% |