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
$643M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.14M
3
+$2.05M
4
AVGO icon
Broadcom
AVGO
+$1.82M
5
JCI icon
Johnson Controls International
JCI
+$1.56M

Top Sells

1
+$2.07M
2
+$1.05M
3
+$992K
4
MSFT icon
Microsoft
MSFT
+$800K
5
CCK icon
Crown Holdings
CCK
+$724K

Sector Composition

1 Technology 10.61%
2 Healthcare 9.84%
3 Financials 9.05%
4 Industrials 7.41%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$470K 0.07%
7,382
-296
227
$465K 0.07%
4,340
228
$463K 0.07%
804
-12
229
$461K 0.07%
2,629
-118
230
$461K 0.07%
6,643
-1,350
231
$460K 0.07%
6,110
-162
232
$459K 0.07%
+11,157
233
$450K 0.07%
8,652
234
$449K 0.07%
6,238
-3
235
$447K 0.07%
16,295
+194
236
$447K 0.07%
10,088
-554
237
$445K 0.07%
34,929
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238
$444K 0.07%
23,910
239
$444K 0.07%
9,942
-929
240
$437K 0.07%
14,054
-30
241
$426K 0.07%
5,749
-1,196
242
$423K 0.07%
65,500
-1,100
243
$423K 0.07%
31,004
+1,200
244
$421K 0.07%
4,951
-1,000
245
$418K 0.07%
6,674
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246
$418K 0.07%
5,356
247
$415K 0.06%
12,987
+381
248
$411K 0.06%
19,183
-32
249
$409K 0.06%
12,867
+1,658
250
$408K 0.06%
7,950
-60
8 9
10
11 12