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
$1.33M
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$7.08K
2
+$6.44K
3
+$4.8K
4
CVX icon
Chevron
CVX
+$3.52K
5
AGN
Allergan plc
AGN
+$2.97K

Top Sells

1
+$4.48M
2
+$2.38M
3
+$1.45M
4
ALK icon
Alaska Air
ALK
+$1.11M
5
SIG icon
Signet Jewelers
SIG
+$855K

Sector Composition

1 Healthcare 14.38%
2 Technology 10.29%
3 Consumer Staples 9.86%
4 Financials 9.34%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$628 0.05%
16,062
-1,018
277
$622 0.05%
24,882
-430
278
$620 0.05%
30,188
-3,515
279
$612 0.05%
17,164
-1,363
280
$608 0.05%
17,028
-716
281
$607 0.05%
15,951
+2,561
282
$606 0.05%
17,367
+615
283
$605 0.05%
11,445
-426
284
$605 0.05%
3,967
-658
285
$593 0.04%
6,534
-181
286
$591 0.04%
17,718
+3,605
287
$577 0.04%
12,518
+78
288
$571 0.04%
5,835
-105
289
$567 0.04%
13,932
+4,254
290
$565 0.04%
100,226
+3,207
291
$559 0.04%
8,891
+2,242
292
$546 0.04%
15,788
+906
293
$546 0.04%
19,304
+417
294
$544 0.04%
27,612
+5,418
295
$536 0.04%
16,341
-256
296
$535 0.04%
2,972
-172
297
$535 0.04%
48,383
-1,119
298
$531 0.04%
4,411
-171
299
$530 0.04%
14,854
+6,616
300
$530 0.04%
21,009
+2,681
10 11
12
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