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
$814M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.5M
3
+$1.44M
4
WFT
Weatherford International plc
WFT
+$1.34M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.07M

Top Sells

1
+$4.64M
2
+$2.61M
3
+$1.52M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M

Sector Composition

1 Healthcare 8.5%
2 Technology 6.87%
3 Financials 6.27%
4 Industrials 5.84%
5 Energy 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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340
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