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
$655M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.67M
3
+$1.8M
4
STX icon
Seagate
STX
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.39M

Top Sells

1
+$3.26M
2
+$1.15M
3
+$585K
4
SLB icon
SLB Ltd
SLB
+$547K
5
TGT icon
Target
TGT
+$526K

Sector Composition

1 Healthcare 10.52%
2 Technology 8.99%
3 Financials 8.42%
4 Industrials 7.58%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$359K 0.05%
1,851
277
$350K 0.05%
10,849
-28
278
$347K 0.05%
10,369
-23
279
$345K 0.05%
2,838
-43
280
$336K 0.05%
+10,780
281
$333K 0.05%
+1,237
282
$332K 0.05%
4,429
+991
283
$330K 0.05%
20,097
284
$329K 0.05%
5,141
-41
285
$327K 0.05%
5,651
-1
286
$325K 0.05%
10,751
+17
287
$323K 0.05%
11,244
-316
288
$323K 0.05%
14,240
-173
289
$318K 0.05%
+4,917
290
$314K 0.05%
6,321
+645
291
$308K 0.05%
21,939
-4,007
292
$308K 0.05%
10,153
-850
293
$307K 0.05%
4,670
-31
294
$306K 0.05%
5,049
-694
295
$305K 0.05%
2,910
296
$302K 0.05%
17,700
297
$299K 0.05%
27,504
-2,180
298
$299K 0.05%
+6,379
299
$298K 0.05%
2,243
-5
300
$294K 0.04%
2,374
+23
10 11
12
13 14