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
$557M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.1M
3
+$2.33M
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.34M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$867K

Top Sells

1
+$19.4M
2
+$15.4M
3
+$9.23M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.77M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.26M

Sector Composition

1 Technology 14.48%
2 Healthcare 10.31%
3 Industrials 7.31%
4 Communication Services 6.16%
5 Financials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-20,325
327
– –
-2,716
328
– –
-15,301
329
– –
-1,294
330
– –
-19,560
10 11 12 13
14