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
326
$242K 0.04%
+6,267
327
$242K 0.04%
3,772
-796
328
$239K 0.04%
14,446
-89
329
$236K 0.04%
3,429
-780
330
$232K 0.04%
+3,340
331
$231K 0.04%
2,807
-4,090
332
$231K 0.04%
+12,705
333
$230K 0.04%
6,818
-2,861
334
$229K 0.04%
+5,147
335
$228K 0.04%
+7,042
336
$228K 0.04%
4,890
-1,908
337
$228K 0.04%
853
+46
338
$228K 0.04%
24,084
-605
339
$225K 0.03%
7,139
-67
340
$220K 0.03%
6,140
-135
341
$220K 0.03%
2,849
-2,669
342
$220K 0.03%
+1,449
343
$219K 0.03%
17,110
344
$217K 0.03%
4,177
-4,904
345
$217K 0.03%
736
-69
346
$215K 0.03%
5,430
-628
347
$214K 0.03%
1,542
-32
348
$213K 0.03%
+1,925
349
$213K 0.03%
+1,858
350
$213K 0.03%
+1,455
12 13
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