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
351
$227 0.03%
+2,587
352
$227 0.03%
+3,096
353
$227 0.03%
+5,943
354
$226 0.03%
+3,753
355
$225 0.03%
+5,059
356
$225 0.03%
+6,537
357
$222 0.03%
+1,909
358
$221 0.03%
24,690
+7,790
359
$221 0.03%
+7,151
360
$216 0.03%
+4,085
361
$215 0.03%
+2,194
362
$213 0.03%
+3,539
363
$209 0.03%
16,671
+3,300
364
$209 0.03%
+3,065
365
$206 0.03%
+7,244
366
$203 0.03%
+5,372
367
$203 0.03%
+21,368
368
$202 0.03%
+3,797
369
$201 0.03%
+2,402
370
$200 0.03%
+3,486
371
$189 0.03%
+10,033
372
$170 0.02%
+3,051
373
$157 0.02%
+12,765
374
$155 0.02%
+13,026
375
$154 0.02%
+45,414
13 14
15
16 17