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
$435M
AUM Growth
-$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.45M
3
+$4.36M
4
ALEX
Alexander & Baldwin
ALEX
+$3.34M
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$3.27M

Top Sells

1
+$5.73M
2
+$4.18M
3
+$3.43M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.28M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.88M

Sector Composition

1 Technology 12.25%
2 Healthcare 11.04%
3 Industrials 10.29%
4 Financials 7.62%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
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