AT

Arden Trust Portfolio holdings

AUM $716M
1-Year Est. Return 17.63%
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688K
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.45K
2
+$4.77K
3
+$4.73K
4
AAPL icon
Apple
AAPL
+$4.39K
5
WFC icon
Wells Fargo
WFC
+$4.35K

Top Sells

1
+$129M
2
+$38.1M
3
+$35.6M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$12.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.98M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.47%
4 Industrials 11.04%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$681 0.1%
8,509
+2,321
227
$679 0.1%
17,779
+2,031
228
$678 0.1%
4,855
+804
229
$677 0.1%
10,625
+2,057
230
$673 0.1%
24,580
+6,257
231
$657 0.1%
+7,126
232
$646 0.09%
15,307
+6,602
233
$642 0.09%
+9,350
234
$640 0.09%
16,774
+7,371
235
$632 0.09%
+7,875
236
$631 0.09%
6,987
+3,515
237
$606 0.09%
9,665
+5,527
238
$581 0.08%
+8,193
239
$574 0.08%
+8,586
240
$572 0.08%
+40,367
241
$566 0.08%
35,084
+21,882
242
$566 0.08%
13,613
+3,767
243
$561 0.08%
6,249
-151
244
$551 0.08%
+13,001
245
$548 0.08%
7,966
+4,681
246
$547 0.08%
+7,131
247
$540 0.08%
4,894
+2,634
248
$533 0.08%
+16,986
249
$527 0.08%
+15,288
250
$520 0.08%
9,312
+4,567
8 9
10
11 12