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
$609M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.5M
3
+$12.1M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$10.8M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$8.5M

Top Sells

1
+$2.77M
2
+$2.11M
3
+$1.91M
4
AMT icon
American Tower
AMT
+$1.57M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.56M

Sector Composition

1 Technology 8.82%
2 Healthcare 5.36%
3 Industrials 5.14%
4 Financials 3.4%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
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