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
$688K
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.45K
2
+$4.77K
3
+$4.73K
4
AAPL icon
Apple
AAPL
+$4.39K
5
WFC icon
Wells Fargo
WFC
+$4.35K

Top Sells

1
+$129M
2
+$38.1M
3
+$35.6M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$12.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.98M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.47%
4 Industrials 11.04%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$409 0.06%
5,999
+2,927
277
$407 0.06%
+350
278
$407 0.06%
4,786
-6,956
279
$398 0.06%
12,322
+1,075
280
$396 0.06%
15,179
+4,989
281
$393 0.06%
6,005
+1,985
282
$389 0.06%
16,679
+5,716
283
$385 0.06%
4,740
+1,243
284
$385 0.06%
+3,548
285
$381 0.06%
4,973
+908
286
$380 0.06%
+3,234
287
$376 0.05%
+3,745
288
$371 0.05%
+3,685
289
$365 0.05%
7,066
+565
290
$360 0.05%
+2,599
291
$359 0.05%
+11,206
292
$356 0.05%
+4,871
293
$348 0.05%
+8,397
294
$346 0.05%
8,557
+2,015
295
$342 0.05%
12,649
+4,548
296
$341 0.05%
+19,829
297
$340 0.05%
+22,109
298
$340 0.05%
+15,156
299
$338 0.05%
+4,304
300
$338 0.05%
4,689
+794
10 11
12
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