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
$644M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$563K
3
+$544K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$540K
5
DE icon
Deere & Co
DE
+$523K

Top Sells

1
+$3.42M
2
+$1.22M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$686K

Sector Composition

1 Technology 10.85%
2 Healthcare 10.55%
3 Financials 8.28%
4 Industrials 7.55%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$289K 0.04%
1,766
+45
302
$288K 0.04%
7,751
+973
303
$287K 0.04%
6,184
+1,099
304
$287K 0.04%
21,526
305
$284K 0.04%
10,466
-372
306
$283K 0.04%
5,143
-14
307
$281K 0.04%
5,010
-262
308
$280K 0.04%
1,932
-620
309
$278K 0.04%
3,271
-733
310
$274K 0.04%
805
+15
311
$272K 0.04%
6,334
-435
312
$272K 0.04%
4,998
313
$270K 0.04%
20,912
+1,044
314
$270K 0.04%
6,310
+463
315
$266K 0.04%
5,856
316
$265K 0.04%
10,734
-43
317
$262K 0.04%
5,431
-113
318
$260K 0.04%
14,098
-506
319
$256K 0.04%
+3,523
320
$253K 0.04%
+5,042
321
$253K 0.04%
3,846
-114
322
$253K 0.04%
783
-2
323
$252K 0.04%
9,133
324
$249K 0.04%
5,646
-31
325
$243K 0.04%
20,325
11 12
13
14 15