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
$655M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.67M
3
+$1.8M
4
STX icon
Seagate
STX
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.39M

Top Sells

1
+$3.26M
2
+$1.15M
3
+$585K
4
SLB icon
SLB Ltd
SLB
+$547K
5
TGT icon
Target
TGT
+$526K

Sector Composition

1 Healthcare 10.52%
2 Technology 8.99%
3 Financials 8.42%
4 Industrials 7.58%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$292K 0.04%
4,559
302
$291K 0.04%
6,605
-483
303
$285K 0.04%
3,837
-29
304
$285K 0.04%
4,769
-55
305
$283K 0.04%
8,842
306
$277K 0.04%
+11,932
307
$276K 0.04%
2,241
+319
308
$274K 0.04%
4,193
309
$271K 0.04%
+1,570
310
$270K 0.04%
5,710
-387
311
$270K 0.04%
1,123
+8
312
$270K 0.04%
4,148
-227
313
$267K 0.04%
+6,881
314
$266K 0.04%
5,976
-277
315
$265K 0.04%
7,755
-191
316
$265K 0.04%
6,781
317
$265K 0.04%
8,814
-82
318
$263K 0.04%
+4,463
319
$263K 0.04%
4,372
-38
320
$257K 0.04%
22,938
-27
321
$255K 0.04%
6,805
-11
322
$251K 0.04%
6,974
+62
323
$245K 0.04%
3,373
324
$244K 0.04%
+1,904
325
$244K 0.04%
4,186
-191
11 12
13
14 15