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
$592M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.61M
3
+$4.86M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.84M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.01M

Top Sells

1
+$15.3M
2
+$5.22M
3
+$3.6M
4
DD icon
DuPont de Nemours
DD
+$2.71M
5
TEL icon
TE Connectivity
TEL
+$2.55M

Sector Composition

1 Technology 10.71%
2 Healthcare 9.33%
3 Financials 7.73%
4 Industrials 7.32%
5 Communication Services 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
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