AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
+8.34%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$557M
AUM Growth
+$12.5M
(+2.3%)
Cap. Flow
-$25M
Cap. Flow
% of AUM
-4.48%
Top 10 Holdings %
Top 10 Hldgs %
38.6%
Holding
330
New
15
Increased
124
Reduced
142
Closed
27
Top Buys
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
+$19.4M |
| 2 |
WBND
Western Asset Total Return ETF
WBND
|
+$15.4M |
| 3 |
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
|
+$9.23M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.77M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.26M |
Sector Composition
| 1 | Technology | 14.48% |
| 2 | Healthcare | 10.31% |
| 3 | Industrials | 7.31% |
| 4 | Communication Services | 6.16% |
| 5 | Financials | 5.57% |
