AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
+1.47%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$814M
AUM Growth
-$9.71M
(-1.2%)
Cap. Flow
-$17.9M
Cap. Flow
% of AUM
-2.2%
Top 10 Holdings %
Top 10 Hldgs %
43.18%
Holding
341
New
28
Increased
69
Reduced
211
Closed
15
Top Buys
| 1 |
TE Connectivity
TEL
|
+$2.16M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.53M |
| 3 |
WFT
Weatherford International plc
WFT
|
+$1.52M |
| 4 |
Seagate
STX
|
+$1.51M |
| 5 |
Signet Jewelers
SIG
|
+$1.17M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$4.73M |
| 2 |
Vanguard Total Bond Market
BND
|
+$2.62M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$1.55M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.54M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.22M |
Sector Composition
| 1 | Healthcare | 8.5% |
| 2 | Technology | 6.95% |
| 3 | Financials | 6.37% |
| 4 | Industrials | 5.76% |
| 5 | Energy | 5.12% |
