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
326
$283 0.04%
+2,487
327
$283 0.04%
6,376
+2,091
328
$280 0.04%
29,619
+10,284
329
$278 0.04%
+3,377
330
$276 0.04%
+7,756
331
$273 0.04%
+3,946
332
$272 0.04%
+5,399
333
$272 0.04%
+26,300
334
$267 0.04%
+4,065
335
$262 0.04%
+7,799
336
$261 0.04%
+3,401
337
$261 0.04%
+2,799
338
$261 0.04%
+17,744
339
$251 0.04%
+3,227
340
$245 0.04%
+7,516
341
$243 0.04%
+8,955
342
$239 0.03%
+4,616
343
$237 0.03%
+5,669
344
$236 0.03%
2,482
+359
345
$235 0.03%
+3,551
346
$232 0.03%
+2,861
347
$232 0.03%
+4,060
348
$231 0.03%
+1,646
349
$229 0.03%
+1,316
350
$227 0.03%
+10,028
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