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
$668K
AUM Growth
-$19.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$529
2
+$489
3
+$484
4
MBLY
Mobileye N.V.
MBLY
+$454
5
CMCSA icon
Comcast
CMCSA
+$409

Top Sells

1
+$1.42K
2
+$1K
3
+$840
4
UBSI icon
United Bankshares
UBSI
+$810
5
HMC icon
Honda
HMC
+$807

Sector Composition

1 Healthcare 16.87%
2 Financials 13.19%
3 Technology 12.24%
4 Industrials 10.75%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$476 0.07%
16,144
-842
252
$469 0.07%
5,894
-355
253
$466 0.07%
5,319
+650
254
$465 0.07%
4,788
-752
255
$463 0.07%
6,702
-429
256
$462 0.07%
6,629
-1,957
257
$462 0.07%
33,917
-6,450
258
$461 0.07%
4,971
+185
259
$458 0.07%
5,381
+1,274
260
$457 0.07%
20,379
+2,761
261
$454 0.07%
+8,546
262
$453 0.07%
5,218
+138
263
$450 0.07%
41,343
-156
264
$444 0.07%
9,484
+2,782
265
$443 0.07%
13,168
-445
266
$440 0.07%
6,515
-355
267
$437 0.07%
5,673
-332
268
$434 0.06%
25,483
+3,374
269
$426 0.06%
5,198
+225
270
$420 0.06%
20,176
-2,687
271
$419 0.06%
7,062
-904
272
$414 0.06%
11,051
+3,631
273
$411 0.06%
8,784
+90
274
$408 0.06%
4,014
-2,832
275
$408 0.06%
9,447
+890
9 10
11
12 13