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
$814M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.53M
3
+$1.52M
4
STX icon
Seagate
STX
+$1.51M
5
SIG icon
Signet Jewelers
SIG
+$1.17M

Top Sells

1
+$4.73M
2
+$2.62M
3
+$1.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.54M
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$310K 0.04%
5,575
-41
277
$310K 0.04%
10,341
-44
278
$309K 0.04%
6,740
-208
279
$309K 0.04%
12,749
-1,126
280
$303K 0.04%
2,814
-548
281
$302K 0.04%
5,560
-147
282
$301K 0.04%
8,845
283
$300K 0.04%
+1,620
284
$299K 0.04%
4,042
+1
285
$295K 0.04%
+8,189
286
$291K 0.04%
19,076
287
$288K 0.04%
3,384
-1,770
288
$285K 0.04%
+6,711
289
$285K 0.04%
3,359
+500
290
$280K 0.03%
4,004
-601
291
$276K 0.03%
18,513
-873
292
$275K 0.03%
6,863
293
$271K 0.03%
+4,656
294
$268K 0.03%
6,530
-2,500
295
$266K 0.03%
5,063
296
$265K 0.03%
3,115
+256
297
$262K 0.03%
5,705
+726
298
$261K 0.03%
4,439
-322
299
$257K 0.03%
7,874
+775
300
$256K 0.03%
4,400
-1,524
10 11
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