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
$603M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.44M
3
+$957K
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$652K
5
ALC icon
Alcon
ALC
+$642K

Top Sells

1
+$3.57M
2
+$2.08M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 14.99%
2 Healthcare 9.47%
3 Industrials 7.82%
4 Communication Services 6.2%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$256K 0.04%
2,828
277
$249K 0.04%
25,213
-919
278
$246K 0.04%
+6,986
279
$245K 0.04%
3,608
280
$244K 0.04%
1,373
-375
281
$243K 0.04%
6,689
-7,019
282
$240K 0.04%
+4,826
283
$240K 0.04%
+2,881
284
$240K 0.04%
1,344
285
$240K 0.04%
8,540
286
$238K 0.04%
4,092
-1,734
287
$238K 0.04%
10,700
-3,414
288
$234K 0.04%
+797
289
$234K 0.04%
11,904
-3,121
290
$224K 0.04%
1,457
-390
291
$223K 0.04%
2,034
-2,994
292
$221K 0.04%
6,944
-2,448
293
$221K 0.04%
+1,671
294
$220K 0.04%
+1,707
295
$218K 0.04%
+6,090
296
$218K 0.04%
2,720
-527
297
$216K 0.04%
+2,757
298
$214K 0.04%
96
-28
299
$214K 0.04%
+6,146
300
$214K 0.04%
11,964
-43
9 10 11
12
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