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
$603M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.44M
3
+$957K
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$652K
5
ALC icon
Alcon
ALC
+$642K

Top Sells

1
+$3.57M
2
+$2.08M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 14.99%
2 Healthcare 9.47%
3 Industrials 7.82%
4 Communication Services 6.2%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$297K 0.05%
+2,046
252
$293K 0.05%
13,381
-815
253
$293K 0.05%
1,233
-4,922
254
$292K 0.05%
4,042
-80
255
$289K 0.05%
1,876
-11
256
$289K 0.05%
9,056
-2,037
257
$286K 0.05%
3,362
-30
258
$282K 0.05%
3,721
-2
259
$281K 0.05%
9,354
-5,510
260
$280K 0.05%
10,965
+7
261
$279K 0.05%
4,774
-78
262
$278K 0.05%
2,711
-37
263
$276K 0.05%
2,111
+7
264
$274K 0.05%
13,588
+137
265
$271K 0.05%
+4,091
266
$267K 0.04%
+3,260
267
$267K 0.04%
5,061
268
$266K 0.04%
+12,269
269
$265K 0.04%
1,130
+15
270
$264K 0.04%
4,538
271
$263K 0.04%
17,110
272
$261K 0.04%
12,715
-7,141
273
$260K 0.04%
9,747
-59
274
$259K 0.04%
2,513
-3
275
$257K 0.04%
3,946
-221
9 10
11
12 13