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
$557M
AUM Growth
-$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.05M
3
+$5.09M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$4.63M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.36M

Top Sells

1
+$10M
2
+$2.73M
3
+$1.7M
4
JCI icon
Johnson Controls International
JCI
+$1.58M
5
PX
Praxair Inc
PX
+$1.57M

Sector Composition

1 Healthcare 9.97%
2 Technology 9.38%
3 Financials 7.57%
4 Industrials 6.48%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$402K 0.07%
7,665
-824
227
$398K 0.07%
9,062
-222
228
$398K 0.07%
6,736
-1,502
229
$395K 0.07%
6,961
-1,230
230
$394K 0.07%
4,284
-667
231
$391K 0.07%
5,694
-841
232
$391K 0.07%
6,202
-76
233
$389K 0.07%
2,062
+29
234
$389K 0.07%
6,595
+157
235
$388K 0.07%
19,507
-4,273
236
$380K 0.07%
13,470
-148
237
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9,851
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238
$374K 0.07%
15,117
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239
$371K 0.07%
32,401
-6,898
240
$368K 0.07%
19,139
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241
$365K 0.07%
2,662
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242
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8,540
-1,362
243
$356K 0.06%
6,472
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244
$352K 0.06%
22,920
-7,799
245
$348K 0.06%
4,537
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246
$347K 0.06%
14,286
-913
247
$345K 0.06%
14,672
+179
248
$340K 0.06%
13,238
-4,669
249
$337K 0.06%
4,126
-428
250
$335K 0.06%
24,200
+4,780
8 9
10
11 12