AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
+4.01%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$659M
AUM Growth
+$3.7M
(+0.57%)
Cap. Flow
-$18.7M
Cap. Flow
% of AUM
-2.83%
Top 10 Holdings %
Top 10 Hldgs %
37.27%
Holding
369
New
15
Increased
49
Reduced
263
Closed
11
Top Buys
| 1 |
McCormick & Company Non-Voting
MKC
|
$612K |
| 2 |
AAAP
Advanced Accelerator Applications S.A. American Depositary Shares
AAAP
|
$596K |
| 3 |
AutoZone
AZO
|
$306K |
| 4 |
T Rowe Price
TROW
|
$304K |
| 5 |
Sociedad Química y Minera de Chile
SQM
|
$301K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$3.08M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.83M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.48M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.03M |
| 5 |
GE Aerospace
GE
|
$896K |
Sector Composition
| 1 | Healthcare | 10.63% |
| 2 | Technology | 9.32% |
| 3 | Financials | 8.61% |
| 4 | Industrials | 7.38% |
| 5 | Communication Services | 5.51% |
