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
$655M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.67M
3
+$1.8M
4
STX icon
Seagate
STX
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.39M

Top Sells

1
+$3.26M
2
+$1.15M
3
+$585K
4
SLB icon
SLB Ltd
SLB
+$547K
5
TGT icon
Target
TGT
+$526K

Sector Composition

1 Healthcare 10.52%
2 Technology 8.99%
3 Financials 8.42%
4 Industrials 7.58%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$535K 0.08%
3,304
227
$526K 0.08%
2,914
+303
228
$523K 0.08%
24,992
-1,342
229
$523K 0.08%
7,137
-156
230
$521K 0.08%
9,974
-10,078
231
$518K 0.08%
5,855
-111
232
$513K 0.08%
7,249
-650
233
$511K 0.08%
12,158
-720
234
$509K 0.08%
5,949
235
$506K 0.08%
+8,894
236
$500K 0.08%
19,356
-31
237
$497K 0.08%
6,379
-811
238
$497K 0.08%
10,161
-677
239
$492K 0.08%
5,628
-93
240
$486K 0.07%
8,156
241
$485K 0.07%
3,497
242
$484K 0.07%
6,978
+2,129
243
$472K 0.07%
8,678
-756
244
$471K 0.07%
4,378
-213
245
$471K 0.07%
4,224
246
$467K 0.07%
9,745
-19
247
$466K 0.07%
+5,993
248
$465K 0.07%
20,631
-35
249
$464K 0.07%
6,284
250
$458K 0.07%
8,354
+2,154
8 9
10
11 12