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
376
$139 0.02%
+11,594
377
$128 0.02%
+23,262
378
$70 0.01%
+14,999
379
– –
-249,397
380
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-5,705
381
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-25,082
382
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-6,256
383
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-13,776
384
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-7,020
385
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-17,576
386
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-8,190
387
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-11,192
388
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-22,450
389
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-11,605
390
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-3,248
391
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-220,974
392
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-9,938
393
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-11,641
394
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-2,859
395
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-16,837
396
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-15,101
397
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-53,419
398
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-90,694
399
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-432,527
400
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-9,859
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