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
$644M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$563K
3
+$544K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$540K
5
DE icon
Deere & Co
DE
+$523K

Top Sells

1
+$3.42M
2
+$1.22M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$686K

Sector Composition

1 Technology 10.85%
2 Healthcare 10.55%
3 Financials 8.28%
4 Industrials 7.55%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$361K 0.06%
8,338
-32
277
$350K 0.05%
4,570
-2,007
278
$346K 0.05%
20,097
279
$346K 0.05%
3,038
-446
280
$344K 0.05%
1,219
-260
281
$331K 0.05%
6,674
-41
282
$324K 0.05%
2,196
+533
283
$320K 0.05%
4,885
-69
284
$320K 0.05%
+19,420
285
$319K 0.05%
21,500
-11,671
286
$318K 0.05%
1,892
-26
287
$318K 0.05%
4,931
-445
288
$317K 0.05%
17,700
289
$316K 0.05%
1,974
+321
290
$312K 0.05%
4,690
-893
291
$312K 0.05%
5,722
-7
292
$309K 0.05%
5,204
+714
293
$305K 0.05%
+3,518
294
$303K 0.05%
4,570
295
$299K 0.05%
11,050
-602
296
$298K 0.05%
12,051
-216
297
$298K 0.05%
13,048
-7,971
298
$296K 0.05%
2,320
+47
299
$292K 0.05%
1,940
-36
300
$290K 0.05%
5,562
-626
10 11
12
13 14