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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
$1.27B
AUM Growth
-$212M
(-14%)
Holding
1,192
Top Buys
| 1 | +$5.3M | |
| 2 | +$5.22M | |
| 3 | +$4.12M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$3.86M |
| 5 |
Dimensional Emerging Markets Value ETF
DFEV
|
+$2.65M |
Top Sells
| 1 | +$36.3M | |
| 2 | +$12.2M | |
| 3 | +$12.1M | |
| 4 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
+$8.52M |
| 5 |
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
|
+$7.95M |
Sector Composition
| 1 | Technology | 7.97% |
| 2 | Financials | 3.97% |
| 3 | Consumer Discretionary | 2.5% |
| 4 | Communication Services | 2.43% |
| 5 | Healthcare | 2.35% |