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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
$1.38B
AUM Growth
+$145M
(+12%)
Holding
1,243
Top Buys
| 1 | +$7.26M | |
| 2 | +$4.64M | |
| 3 | +$4M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$2.57M |
| 5 |
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$1.9M |
Top Sells
| 1 | +$3.72M | |
| 2 | +$1.55M | |
| 3 | +$1.02M | |
| 4 |
VF Corp
VFC
|
+$778K |
| 5 |
Texas Instruments
TXN
|
+$725K |
Sector Composition
| 1 | Technology | 7.8% |
| 2 | Financials | 4.05% |
| 3 | Communication Services | 2.55% |
| 4 | Industrials | 2.26% |
| 5 | Consumer Discretionary | 2.2% |