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
$453M
AUM Growth
+$86.2M
(+23%)
Holding
813
Top Buys
| 1 | +$4.68M | |
| 2 | +$4.64M | |
| 3 | +$4.46M | |
| 4 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
+$3.96M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$3.18M |
Top Sells
| 1 | +$3.48M | |
| 2 | +$1.09M | |
| 3 | +$974K | |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$935K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$891K |
Sector Composition
| 1 | Technology | 9.63% |
| 2 | Financials | 5.06% |
| 3 | Consumer Discretionary | 5.02% |
| 4 | Healthcare | 4.58% |
| 5 | Communication Services | 4.23% |