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
$668K
AUM Growth
-$19.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$529
2
+$489
3
+$484
4
MBLY
Mobileye N.V.
MBLY
+$454
5
CMCSA icon
Comcast
CMCSA
+$409

Top Sells

1
+$1.42K
2
+$1K
3
+$840
4
UBSI icon
United Bankshares
UBSI
+$810
5
HMC icon
Honda
HMC
+$807

Sector Composition

1 Healthcare 16.87%
2 Financials 13.19%
3 Technology 12.24%
4 Industrials 10.75%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$613 0.09%
9,297
-53
227
$605 0.09%
10,503
-1,843
228
$596 0.09%
10,717
-840
229
$590 0.09%
4,170
-685
230
$589 0.09%
10,235
-390
231
$585 0.09%
9,585
+2,084
232
$582 0.09%
25,597
+4,950
233
$572 0.09%
6,833
-154
234
$564 0.08%
13,269
+268
235
$552 0.08%
21,226
+362
236
$536 0.08%
10,849
+1,938
237
$529 0.08%
+6,430
238
$521 0.08%
12,004
-3,791
239
$517 0.08%
10,546
+4,246
240
$511 0.08%
2,675
-36
241
$510 0.08%
4,902
+8
242
$510 0.08%
8,067
+1,232
243
$505 0.08%
33,675
-1,409
244
$501 0.08%
8,112
-557
245
$497 0.07%
6,647
-211
246
$496 0.07%
12,579
-1,696
247
$487 0.07%
8,834
+5,783
248
$484 0.07%
+10,498
249
$480 0.07%
8,374
-1,291
250
$477 0.07%
31,733
+1,823
8 9
10
11 12