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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
$986M
AUM Growth
+$75.1M
(+8.2%)
Holding
1,178
Top Buys
| 1 | +$6.84M | |
| 2 | +$6.73M | |
| 3 | +$6.05M | |
| 4 |
Dimensional Emerging Markets Value ETF
DFEV
|
+$4.99M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$4.96M |
Top Sells
| 1 | +$38.3M | |
| 2 | +$9.31M | |
| 3 | +$7.66M | |
| 4 |
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
|
+$7.25M |
| 5 |
BSMM
Invesco BulletShares 2022 Municipal Bond ETF
BSMM
|
+$4.7M |
Sector Composition
| 1 | Technology | 6.13% |
| 2 | Healthcare | 4.47% |
| 3 | Financials | 4% |
| 4 | Consumer Discretionary | 2.91% |
| 5 | Consumer Staples | 2.71% |