AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
+4.81%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$784M
AUM Growth
-$34.6M
(-4.2%)
Cap. Flow
-$73.9M
Cap. Flow
% of AUM
-9.42%
Top 10 Holdings %
Top 10 Hldgs %
47.11%
Holding
321
New
17
Increased
47
Reduced
229
Closed
16
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$20.6M |
| 2 |
Vanguard Total Bond Market
BND
|
$14M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$7.97M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.83M |
| 5 |
Biogen
BIIB
|
$3.05M |
Sector Composition
| 1 | Healthcare | 7.64% |
| 2 | Technology | 7.3% |
| 3 | Financials | 6.4% |
| 4 | Energy | 5.04% |
| 5 | Industrials | 4.71% |
