AT

Arden Trust Portfolio holdings

AUM $716M
1-Year Est. Return 17.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$81.8M
3
+$49.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.3M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.54%
2 Technology 8.07%
3 Financials 6.57%
4 Energy 5.14%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$262K 0.03%
+11,850
277
$256K 0.03%
+7,448
278
$256K 0.03%
+3,807
279
$254K 0.03%
+7,790
280
$247K 0.03%
+5,693
281
$246K 0.03%
+7,899
282
$237K 0.03%
+2,859
283
$236K 0.03%
+5,416
284
$235K 0.03%
+8,624
285
$232K 0.03%
+2,975
286
$230K 0.03%
+20,416
287
$225K 0.03%
+20,006
288
$225K 0.03%
+1,399
289
$222K 0.03%
+3,988
290
$220K 0.03%
+6,751
291
$218K 0.03%
+2,122
292
$215K 0.03%
+53,516
293
$213K 0.03%
+4,104
294
$213K 0.03%
+6,108
295
$210K 0.03%
+4,195
296
$209K 0.03%
+4,739
297
$201K 0.02%
+8,560
298
$201K 0.02%
+2,207
299
$200K 0.02%
+3,204
300
$198K 0.02%
+11,850
9 10 11
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