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
$631M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$673K
3
+$514K
4
QCOM icon
Qualcomm
QCOM
+$494K
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$491K

Top Sells

1
+$4.88M
2
+$1.65M
3
+$1.05M
4
BND icon
Vanguard Total Bond Market
BND
+$814K
5
ING icon
ING
ING
+$737K

Sector Composition

1 Technology 10.74%
2 Healthcare 10.01%
3 Financials 8.56%
4 Industrials 7.34%
5 Energy 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$149K 0.02%
13,900
352
$42K 0.01%
12,628
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