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
$557M
AUM Growth
-$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.05M
3
+$5.09M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$4.63M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.36M

Top Sells

1
+$10M
2
+$2.73M
3
+$1.7M
4
JCI icon
Johnson Controls International
JCI
+$1.58M
5
PX
Praxair Inc
PX
+$1.57M

Sector Composition

1 Healthcare 9.97%
2 Technology 9.38%
3 Financials 7.57%
4 Industrials 6.48%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$314K 0.06%
20,097
252
$310K 0.06%
3,814
+16
253
$309K 0.06%
1,949
-666
254
$309K 0.06%
7,054
-700
255
$308K 0.06%
3,339
-36
256
$307K 0.06%
21,790
+1,000
257
$306K 0.05%
5,829
-1,176
258
$301K 0.05%
4,606
-3,004
259
$301K 0.05%
4,570
260
$296K 0.05%
4,141
-1,163
261
$296K 0.05%
1,920
-20
262
$291K 0.05%
2,487
-827
263
$290K 0.05%
2,068
+136
264
$285K 0.05%
5,783
+61
265
$284K 0.05%
10,056
-108
266
$283K 0.05%
11,506
-3,006
267
$283K 0.05%
3,846
-844
268
$283K 0.05%
+84,600
269
$280K 0.05%
+1,474
270
$279K 0.05%
976
-125
271
$277K 0.05%
21,034
-466
272
$274K 0.05%
+5,679
273
$274K 0.05%
4,998
274
$273K 0.05%
1,696
275
$268K 0.05%
2,787
-109
9 10
11
12 13