AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
-0.45%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$727M
AUM Growth
-$5.5M
(-0.75%)
Cap. Flow
+$173K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
38.79%
Holding
347
New
28
Increased
60
Reduced
208
Closed
13
Top Buys
| 1 |
AT&T
T
|
$5.06M |
| 2 |
AGN
Allergan plc
AGN
|
$2.14M |
| 3 |
TE Connectivity
TEL
|
$1.85M |
| 4 |
WFT
Weatherford International plc
WFT
|
$1.7M |
| 5 |
AbbVie
ABBV
|
$1.47M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.23M |
| 2 |
FRX
FOREST LABORATORIES INC
FRX
|
$2.62M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.41M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.38M |
| 5 |
Rio Tinto
RIO
|
$1.07M |
Sector Composition
| 1 | Healthcare | 9.76% |
| 2 | Technology | 7.87% |
| 3 | Financials | 7.03% |
| 4 | Industrials | 6.37% |
| 5 | Energy | 5.6% |
