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
$688K
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.45K
2
+$4.77K
3
+$4.73K
4
AAPL icon
Apple
AAPL
+$4.39K
5
WFC icon
Wells Fargo
WFC
+$4.35K

Top Sells

1
+$129M
2
+$38.1M
3
+$35.6M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$12.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.98M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.47%
4 Industrials 11.04%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$337 0.05%
+2,386
302
$335 0.05%
+12,000
303
$335 0.05%
+1,559
304
$335 0.05%
+2,391
305
$328 0.05%
+5,089
306
$327 0.05%
+4,107
307
$326 0.05%
+15,000
308
$323 0.05%
+5,124
309
$323 0.05%
6,300
+1,074
310
$323 0.05%
+9,280
311
$322 0.05%
+5,051
312
$318 0.05%
+14,000
313
$318 0.05%
8,477
-6,736
314
$318 0.05%
+2,748
315
$308 0.04%
+6,702
316
$300 0.04%
+1,889
317
$296 0.04%
+2,494
318
$295 0.04%
+7,420
319
$292 0.04%
+6,967
320
$289 0.04%
+7,548
321
$287 0.04%
+4,235
322
$287 0.04%
+8,291
323
$285 0.04%
+5,076
324
$284 0.04%
+4,619
325
$284 0.04%
+13,632
11 12
13
14 15