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
$644M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$563K
3
+$544K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$540K
5
DE icon
Deere & Co
DE
+$523K

Top Sells

1
+$3.42M
2
+$1.22M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$686K

Sector Composition

1 Technology 10.85%
2 Healthcare 10.55%
3 Financials 8.28%
4 Industrials 7.55%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$425K 0.07%
5,304
-433
252
$410K 0.06%
+10,748
253
$406K 0.06%
30,467
-151
254
$405K 0.06%
9,284
+458
255
$405K 0.06%
11,068
-38
256
$397K 0.06%
14,493
-46
257
$392K 0.06%
18,959
-20
258
$392K 0.06%
3,058
-267
259
$390K 0.06%
42,950
-9,150
260
$390K 0.06%
4,568
-47
261
$388K 0.06%
+6,722
262
$384K 0.06%
20,790
+35
263
$383K 0.06%
2,896
-9
264
$381K 0.06%
8,006
-95
265
$381K 0.06%
+5,994
266
$375K 0.06%
3,798
267
$373K 0.06%
1,101
268
$372K 0.06%
7,005
-663
269
$370K 0.06%
3,515
-309
270
$369K 0.06%
10,164
-233
271
$369K 0.06%
3,375
+36
272
$368K 0.06%
3,377
+13
273
$367K 0.06%
+3,321
274
$366K 0.06%
+13,147
275
$366K 0.06%
1,696
9 10
11
12 13