AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
+6.35%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$594M
AUM Growth
-$8.59M
(-1.4%)
Cap. Flow
-$40.3M
Cap. Flow
% of AUM
-6.78%
Top 10 Holdings %
Top 10 Hldgs %
38.18%
Holding
331
New
20
Increased
74
Reduced
194
Closed
26
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$22.8M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$2.62M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.6M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.07M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$1.88M |
Sector Composition
| 1 | Technology | 15.17% |
| 2 | Healthcare | 9.17% |
| 3 | Industrials | 8.72% |
| 4 | Financials | 6.88% |
| 5 | Communication Services | 5.76% |
