AT

Arden Trust Portfolio holdings

AUM $716M
1-Year Est. Return 17.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$11.7M
3
+$2.51M
4
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
+$2.03M
5
INTC icon
Intel
INTC
+$1.92M

Top Sells

1
+$21.6M
2
+$15.2M
3
+$7.15M
4
AMZN icon
Amazon
AMZN
+$4.33M
5
ALEX
Alexander & Baldwin
ALEX
+$4.07M

Sector Composition

1 Technology 14.19%
2 Industrials 12.5%
3 Healthcare 9.46%
4 Financials 7.17%
5 Energy 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
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