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
$636M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.11M
3
+$2.23M
4
WBND
Western Asset Total Return ETF
WBND
+$1.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.85M

Top Sells

1
+$8.77M
2
+$2.03M
3
+$1.8M
4
TXN icon
Texas Instruments
TXN
+$836K
5
UNP icon
Union Pacific
UNP
+$781K

Sector Composition

1 Technology 11.27%
2 Healthcare 9.34%
3 Financials 7.31%
4 Industrials 7.25%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$482K 0.08%
9,710
-5,361
227
$474K 0.07%
11,930
+2,260
228
$473K 0.07%
11,868
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229
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15,101
-508
230
$470K 0.07%
7,157
231
$465K 0.07%
12,695
-874
232
$461K 0.07%
4,864
-44
233
$457K 0.07%
2,280
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234
$451K 0.07%
15,255
+178
235
$450K 0.07%
7,089
-56
236
$444K 0.07%
2,854
-17
237
$438K 0.07%
12,029
-1,252
238
$414K 0.07%
4,876
-178
239
$407K 0.06%
2,229
-3
240
$406K 0.06%
5,683
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241
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7,606
242
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28,408
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243
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+13,727
244
$396K 0.06%
9,844
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245
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6,479
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246
$370K 0.06%
12,451
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247
$364K 0.06%
15,549
248
$361K 0.06%
7,559
+2,264
249
$358K 0.06%
3,311
+6
250
$358K 0.06%
3,067
-868
8 9
10
11 12