We are live on
!
Find out more
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
$266M
AUM Growth
-$26.7M
(-9.1%)
Holding
843
Top Buys
| 1 | +$551K | |
| 2 | +$511K | |
| 3 | +$502K | |
| 4 |
State Street SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
|
+$317K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$311K |
Top Sells
| 1 | +$4.58M | |
| 2 | +$3.25M | |
| 3 | +$2.7M | |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$2.3M |
| 5 |
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
|
+$2.16M |
Sector Composition
| 1 | Technology | 7.49% |
| 2 | Financials | 5.72% |
| 3 | Industrials | 4.85% |
| 4 | Consumer Discretionary | 4.63% |
| 5 | Healthcare | 4.33% |