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
$636M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.11M
3
+$2.23M
4
WBND
Western Asset Total Return ETF
WBND
+$1.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.85M

Top Sells

1
+$8.77M
2
+$2.03M
3
+$1.8M
4
TXN icon
Texas Instruments
TXN
+$836K
5
UNP icon
Union Pacific
UNP
+$781K

Sector Composition

1 Technology 11.27%
2 Healthcare 9.34%
3 Financials 7.31%
4 Industrials 7.25%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$288K 0.05%
5,362
277
$287K 0.05%
5,644
-760
278
$285K 0.04%
4,998
279
$285K 0.04%
1,867
+17
280
$282K 0.04%
6,334
-11
281
$280K 0.04%
13,125
282
$278K 0.04%
14,352
+249
283
$274K 0.04%
3,980
-8,473
284
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3,135
-7
285
$267K 0.04%
5,995
-96
286
$266K 0.04%
2,515
287
$264K 0.04%
6,072
-31
288
$264K 0.04%
7,352
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289
$262K 0.04%
10,851
290
$262K 0.04%
2,269
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291
$260K 0.04%
6,314
-4,710
292
$258K 0.04%
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293
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294
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1,457
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295
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296
$251K 0.04%
1,724
-63
297
$250K 0.04%
970
-109
298
$250K 0.04%
1,590
-46
299
$250K 0.04%
17,110
300
$250K 0.04%
1,531
10 11
12
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