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
$585M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.9M
3
+$992K
4
HUBS icon
HubSpot
HUBS
+$863K
5
NFLX icon
Netflix
NFLX
+$839K

Top Sells

1
+$19.7M
2
+$6.09M
3
+$5.66M
4
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.4M

Sector Composition

1 Technology 14.73%
2 Industrials 9.53%
3 Healthcare 8.66%
4 Financials 7.3%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$290K 0.05%
11,580
-160
252
$286K 0.05%
2,927
-416
253
$279K 0.05%
2,564
-66
254
$277K 0.05%
7,776
+262
255
$268K 0.05%
1,543
-502
256
$263K 0.04%
9,611
-2,650
257
$263K 0.04%
4,538
258
$261K 0.04%
5,591
+22
259
$261K 0.04%
3,887
+156
260
$256K 0.04%
2,012
+75
261
$253K 0.04%
2,831
+102
262
$243K 0.04%
2,165
-206
263
$243K 0.04%
766
+25
264
$242K 0.04%
4,201
-1,166
265
$241K 0.04%
2,810
+93
266
$241K 0.04%
8,832
+325
267
$241K 0.04%
4,406
-79
268
$229K 0.04%
2,326
-13,264
269
$229K 0.04%
2,034
-675
270
$229K 0.04%
1,307
+37
271
$225K 0.04%
12,707
+280
272
$223K 0.04%
+3,521
273
$223K 0.04%
6,470
-225
274
$223K 0.04%
5,008
-733
275
$221K 0.04%
8,834
+133
9 10
11
12 13