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
$814M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.53M
3
+$1.52M
4
STX icon
Seagate
STX
+$1.51M
5
SIG icon
Signet Jewelers
SIG
+$1.17M

Top Sells

1
+$4.73M
2
+$2.62M
3
+$1.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M

Sector Composition

1 Healthcare 8.5%
2 Technology 6.95%
3 Financials 6.37%
4 Industrials 5.76%
5 Energy 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$398K 0.05%
+9,938
252
$397K 0.05%
9,194
-1,038
253
$392K 0.05%
16,909
-1,667
254
$388K 0.05%
8,126
-352
255
$380K 0.05%
6,775
-2,470
256
$379K 0.05%
5,664
-1,436
257
$379K 0.05%
7,637
-1,592
258
$377K 0.05%
5,341
-1,784
259
$366K 0.05%
5,161
-252
260
$364K 0.04%
3,332
261
$359K 0.04%
8,750
-1,186
262
$356K 0.04%
+5,977
263
$355K 0.04%
10,496
+2,428
264
$350K 0.04%
6,743
+1,038
265
$346K 0.04%
6,866
+245
266
$342K 0.04%
11,296
-1,216
267
$341K 0.04%
3,202
+939
268
$331K 0.04%
3,993
-160
269
$329K 0.04%
14,308
270
$323K 0.04%
6,095
271
$319K 0.04%
4,829
-2,154
272
$314K 0.04%
32,580
-69
273
$314K 0.04%
4,337
+484
274
$312K 0.04%
4,273
-204
275
$311K 0.04%
6,363
-285
9 10
11
12 13