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
$818M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$158M
2 +$81.8M
3 +$49.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.3M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.54%
2 Technology 8.07%
3 Financials 6.57%
4 Energy 5.14%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$180K 0.02%
+11,617
302
$170K 0.02%
+13,201
303
$166K 0.02%
+3,311