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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
$287M
AUM Growth
+$43.7M
(+18%)
Holding
669
Top Buys
| 1 | +$4.47M | |
| 2 | +$2.36M | |
| 3 | +$2.28M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.55M |
| 5 |
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
|
+$1.52M |
Top Sells
| 1 | +$1.81M | |
| 2 | +$1.39M | |
| 3 | +$1.35M | |
| 4 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$1.19M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$737K |
Sector Composition
| 1 | Technology | 7.36% |
| 2 | Financials | 5.45% |
| 3 | Industrials | 4.54% |
| 4 | Consumer Discretionary | 4.33% |
| 5 | Healthcare | 4.23% |