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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
$673M
AUM Growth
-$225M
(-25%)
Holding
1,059
Top Buys
| 1 | +$27M | |
| 2 | +$24.8M | |
| 3 | +$7.25M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$4.89M |
| 5 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
+$4.24M |
Top Sells
| 1 | +$20M | |
| 2 | +$13M | |
| 3 | +$12.3M | |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$10.6M |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$9.41M |
Sector Composition
| 1 | Technology | 4.74% |
| 2 | Financials | 4.32% |
| 3 | Healthcare | 3.22% |
| 4 | Communication Services | 2.38% |
| 5 | Consumer Discretionary | 1.19% |