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
$1.21B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$9.25M
3
+$8.58M
4
XOM icon
Exxon Mobil
XOM
+$8.24M
5
ABT icon
Abbott
ABT
+$7.69M

Top Sells

1
+$1.82M
2
+$1.05M
3
+$988K
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$593K
5
CB
CHUBB CORPORATION
CB
+$577K

Sector Composition

1 Healthcare 13.58%
2 Financials 10.32%
3 Technology 10.23%
4 Consumer Staples 8.47%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$422K 0.03%
9,295
+749
327
$420K 0.03%
14,722
+4,743
328
$417K 0.03%
9,000
+2,642
329
$413K 0.03%
+25,318
330
$412K 0.03%
+24,095
331
$411K 0.03%
2,400
+1,398
332
$410K 0.03%
13,185
+3,701
333
$409K 0.03%
+8,506
334
$408K 0.03%
+5,274
335
$407K 0.03%
16,456
+2,456
336
$407K 0.03%
14,905
+7,408
337
$406K 0.03%
10,630
+1,183
338
$399K 0.03%
13,334
+166
339
$397K 0.03%
12,622
+5,331
340
$396K 0.03%
7,176
+3,373
341
$396K 0.03%
+11,882
342
$393K 0.03%
9,092
+3,836
343
$390K 0.03%
+4,410
344
$389K 0.03%
3,759
+751
345
$388K 0.03%
28,134
+11,417
346
$387K 0.03%
+13,500
347
$386K 0.03%
+4,326
348
$384K 0.03%
3,965
+1,020
349
$384K 0.03%
3,722
+1,619
350
$383K 0.03%
5,235
+37
12 13
14
15 16