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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
$1.49B
AUM Growth
+$111M
(+8.1%)
Holding
1,259
Top Buys
| 1 | +$6.66M | |
| 2 | +$3.92M | |
| 3 | +$2.83M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$2.58M |
| 5 |
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$2.08M |
Top Sells
| 1 | +$2.39M | |
| 2 | +$894K | |
| 3 | +$889K | |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$884K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$727K |
Sector Composition
| 1 | Technology | 7.87% |
| 2 | Financials | 3.69% |
| 3 | Communication Services | 2.4% |
| 4 | Industrials | 2.24% |
| 5 | Consumer Discretionary | 2.06% |