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
$554M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$23.7M
3
+$19M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$15.9M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.4M

Top Sells

1
+$50.5M
2
+$24.3M
3
+$19.7M
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$15.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.5M

Sector Composition

1 Technology 10.44%
2 Healthcare 7.32%
3 Industrials 6.64%
4 Financials 4.86%
5 Energy 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$283K 0.05%
+8,838
252
$281K 0.05%
+7,134
253
$280K 0.05%
1,260
+220
254
$280K 0.05%
2,113
-142
255
$266K 0.05%
+9,828
256
$264K 0.05%
+14,883
257
$261K 0.05%
+9,761
258
$255K 0.05%
21,154
-2,009
259
$255K 0.05%
5,051
260
$246K 0.04%
+2,199
261
$246K 0.04%
+773
262
$229K 0.04%
8,960
-6,553
263
$228K 0.04%
8,003
-2,316
264
$224K 0.04%
3,548
-58
265
$223K 0.04%
+3,979
266
$222K 0.04%
9,279
-5,440
267
$220K 0.04%
5,251
-552
268
$220K 0.04%
4,594
269
$219K 0.04%
+9,717
270
$217K 0.04%
6,019
-400
271
$213K 0.04%
1,781
-962
272
$211K 0.04%
2,083
-687
273
$206K 0.04%
+1,300
274
$203K 0.04%
2,445
275
$201K 0.04%
+565
9 10
11
12 13