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
$643M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.14M
3
+$2.05M
4
AVGO icon
Broadcom
AVGO
+$1.82M
5
JCI icon
Johnson Controls International
JCI
+$1.56M

Top Sells

1
+$2.07M
2
+$1.05M
3
+$992K
4
MSFT icon
Microsoft
MSFT
+$800K
5
CCK icon
Crown Holdings
CCK
+$724K

Sector Composition

1 Technology 10.61%
2 Healthcare 9.84%
3 Financials 9.05%
4 Industrials 7.41%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$405K 0.06%
8,990
-3
252
$405K 0.06%
+16,376
253
$400K 0.06%
4,846
+2,147
254
$398K 0.06%
30,633
+359
255
$396K 0.06%
7,390
-574
256
$394K 0.06%
10,433
+334
257
$393K 0.06%
6,046
+19
258
$388K 0.06%
3,413
-1,832
259
$387K 0.06%
1,696
260
$384K 0.06%
592
+4
261
$383K 0.06%
6,632
+175
262
$378K 0.06%
33,206
+455
263
$376K 0.06%
1,489
-42
264
$375K 0.06%
1,222
+10
265
$374K 0.06%
3,333
-761
266
$370K 0.06%
27,119
-69
267
$369K 0.06%
10,828
268
$367K 0.06%
7,599
+1,118
269
$365K 0.06%
10,648
+41
270
$361K 0.06%
3,342
-7
271
$356K 0.06%
9,110
+2,436
272
$354K 0.06%
14,786
+1
273
$352K 0.05%
22,048
-496
274
$346K 0.05%
12,025
-414
275
$343K 0.05%
6,643
-19
9 10
11
12 13