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
$603M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.44M
3
+$957K
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$652K
5
ALC icon
Alcon
ALC
+$642K

Top Sells

1
+$3.57M
2
+$2.08M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 14.99%
2 Healthcare 9.47%
3 Industrials 7.82%
4 Communication Services 6.2%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$381K 0.06%
11,359
-181
227
$378K 0.06%
4,320
-540
228
$363K 0.06%
3,908
-146
229
$362K 0.06%
7,374
-4,194
230
$360K 0.06%
8,085
-984
231
$358K 0.06%
4,460
+113
232
$354K 0.06%
1,655
-24
233
$345K 0.06%
3,646
-104
234
$343K 0.06%
3,920
-220
235
$342K 0.06%
10,726
236
$340K 0.06%
27,066
-574
237
$339K 0.06%
9,103
-1,194
238
$338K 0.06%
18,624
+64
239
$328K 0.05%
10,851
240
$328K 0.05%
5,583
-42
241
$324K 0.05%
4,211
-864
242
$321K 0.05%
5,800
-1,682
243
$319K 0.05%
1,502
244
$319K 0.05%
11,087
-2,224
245
$318K 0.05%
3,716
-200
246
$318K 0.05%
23,256
-44,619
247
$315K 0.05%
10,673
+2,139
248
$305K 0.05%
+1,274
249
$298K 0.05%
23,503
+6,451
250
$298K 0.05%
4,265
-295
8 9
10
11 12