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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
$1.23B
AUM Growth
+$55M
(+4.7%)
Holding
1,091
Top Buys
| 1 | +$8.22M | |
| 2 | +$6.99M | |
| 3 | +$6.49M | |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$5.41M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$4.94M |
Top Sells
| 1 | +$38.8M | |
| 2 | +$7.74M | |
| 3 | +$7.53M | |
| 4 |
IBHC
iShares iBonds 2023 Term High Yield and Income ETF
IBHC
|
+$6.68M |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$3.63M |
Sector Composition
| 1 | Technology | 8.53% |
| 2 | Financials | 4.07% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.11% |
| 5 | Industrials | 2.77% |