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
$688K
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.45K
2
+$4.77K
3
+$4.73K
4
AAPL icon
Apple
AAPL
+$4.39K
5
WFC icon
Wells Fargo
WFC
+$4.35K

Top Sells

1
+$129M
2
+$38.1M
3
+$35.6M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$12.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.98M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.47%
4 Industrials 11.04%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$502 0.07%
+6,412
252
$486 0.07%
5,540
+555
253
$485 0.07%
+20,647
254
$483 0.07%
2,711
+1,098
255
$475 0.07%
+8,669
256
$473 0.07%
+6,005
257
$470 0.07%
+6,325
258
$468 0.07%
+7,501
259
$458 0.07%
41,499
+8,919
260
$457 0.07%
10,540
+4,577
261
$446 0.06%
6,870
+3,086
262
$434 0.06%
6,858
+1,933
263
$434 0.06%
+3,145
264
$432 0.06%
+6,835
265
$432 0.06%
+5,339
266
$431 0.06%
22,863
+11,785
267
$428 0.06%
+4,669
268
$427 0.06%
+7,747
269
$426 0.06%
8,911
+3,980
270
$423 0.06%
+5,080
271
$423 0.06%
29,910
+13,635
272
$422 0.06%
+17,618
273
$422 0.06%
15,514
+4,132
274
$421 0.06%
8,694
+2,514
275
$414 0.06%
+7,540
9 10
11
12 13