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
$655M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.67M
3
+$1.8M
4
STX icon
Seagate
STX
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.39M

Top Sells

1
+$3.26M
2
+$1.15M
3
+$585K
4
SLB icon
SLB Ltd
SLB
+$547K
5
TGT icon
Target
TGT
+$526K

Sector Composition

1 Healthcare 10.52%
2 Technology 8.99%
3 Financials 8.42%
4 Industrials 7.58%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$452K 0.07%
14,214
-30
252
$444K 0.07%
32,849
-54
253
$437K 0.07%
4,364
+1,097
254
$429K 0.07%
29,286
-32
255
$423K 0.06%
7,066
-5,214
256
$422K 0.06%
6,784
-1,323
257
$421K 0.06%
17,110
+18
258
$420K 0.06%
12,598
+350
259
$403K 0.06%
12,127
-238
260
$401K 0.06%
7,678
-188
261
$400K 0.06%
16,285
-23
262
$395K 0.06%
27,400
-15,413
263
$393K 0.06%
14,664
+366
264
$391K 0.06%
11,424
-580
265
$383K 0.06%
5,012
-40
266
$381K 0.06%
+7,209
267
$370K 0.06%
7,394
+2,899
268
$368K 0.06%
33,175
+137
269
$368K 0.06%
12,822
-340
270
$365K 0.06%
5,558
-4,092
271
$363K 0.06%
43,600
-1,150
272
$362K 0.06%
11,314
+1
273
$361K 0.06%
2,565
-33
274
$360K 0.06%
6,748
-5
275
$360K 0.06%
10,828
-1,517
9 10
11
12 13