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
$644M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$563K
3
+$544K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$540K
5
DE icon
Deere & Co
DE
+$523K

Top Sells

1
+$3.42M
2
+$1.22M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$686K

Sector Composition

1 Technology 10.85%
2 Healthcare 10.55%
3 Financials 8.28%
4 Industrials 7.55%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$506K 0.08%
9,497
-36
227
$505K 0.08%
22,777
228
$497K 0.08%
5,007
-349
229
$496K 0.08%
+9,150
230
$485K 0.08%
14,781
-514
231
$484K 0.08%
8,489
-163
232
$472K 0.07%
9,902
233
$462K 0.07%
4,554
-180
234
$457K 0.07%
589
-3
235
$455K 0.07%
10,303
-85
236
$453K 0.07%
2,033
-199
237
$451K 0.07%
+3,314
238
$451K 0.07%
13,618
-217
239
$450K 0.07%
4,951
-28
240
$446K 0.07%
31,880
-533
241
$446K 0.07%
7,754
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242
$443K 0.07%
13,038
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243
$442K 0.07%
+15,289
244
$436K 0.07%
1,172
-24
245
$434K 0.07%
6,541
-26
246
$434K 0.07%
4,571
-119
247
$431K 0.07%
14,512
-1,318
248
$429K 0.07%
+8,921
249
$429K 0.07%
18,216
-592
250
$425K 0.07%
10,645
-156
8 9
10
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