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
$557M
AUM Growth
-$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.05M
3
+$5.09M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$4.63M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.36M

Top Sells

1
+$10M
2
+$2.73M
3
+$1.7M
4
JCI icon
Johnson Controls International
JCI
+$1.58M
5
PX
Praxair Inc
PX
+$1.57M

Sector Composition

1 Healthcare 9.97%
2 Technology 9.38%
3 Financials 7.57%
4 Industrials 6.48%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$268K 0.05%
5,856
277
$267K 0.05%
+3,472
278
$266K 0.05%
6,634
-40
279
$265K 0.05%
7,751
280
$259K 0.05%
6,193
+9
281
$256K 0.05%
24,499
-5,968
282
$255K 0.05%
4,265
-305
283
$250K 0.04%
11,717
-1,321
284
$250K 0.04%
12,051
285
$249K 0.04%
2,387
+191
286
$247K 0.04%
20,660
-252
287
$247K 0.04%
3,487
-31
288
$243K 0.04%
21,526
289
$240K 0.04%
17,700
290
$240K 0.04%
3,513
-10
291
$238K 0.04%
3,199
-72
292
$236K 0.04%
808
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293
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+2,370
294
$233K 0.04%
5,336
+189
295
$233K 0.04%
1,838
-136
296
$232K 0.04%
5,954
-380
297
$227K 0.04%
+6,302
298
$222K 0.04%
2,070
-988
299
$221K 0.04%
2,715
-800
300
$221K 0.04%
5,143
10 11
12
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