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
$1.25B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$3.22M
3
+$3.05M
4
META icon
Meta Platforms (Facebook)
META
+$2.93M
5
T icon
AT&T
T
+$2.89M

Top Sells

1
+$2.27M
2
+$1.68M
3
+$1.1M
4
ROP icon
Roper Technologies
ROP
+$1M
5
DOV icon
Dover
DOV
+$963K

Sector Composition

1 Healthcare 14.14%
2 Technology 11.24%
3 Financials 10.19%
4 Industrials 9.77%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$353K 0.03%
+9,109
377
$345K 0.03%
21,939
-848
378
$345K 0.03%
5,971
-136
379
$341K 0.03%
5,750
+489
380
$341K 0.03%
6,004
-525
381
$341K 0.03%
13,155
+3,233
382
$338K 0.03%
7,106
+674
383
$331K 0.03%
6,824
-1,952
384
$329K 0.03%
5,636
-7,442
385
$328K 0.03%
5,038
-936
386
$325K 0.03%
5,013
-3,271
387
$325K 0.03%
7,302
+270
388
$325K 0.03%
5,922
+1,532
389
$323K 0.03%
16,739
-469
390
$322K 0.03%
+13,958
391
$321K 0.03%
1,757
-5,495
392
$318K 0.03%
2,834
-704
393
$316K 0.03%
2,532
+822
394
$315K 0.03%
11,235
-1,251
395
$314K 0.03%
7,048
+706
396
$314K 0.03%
8,701
-841
397
$314K 0.03%
7,617
-1,564
398
$314K 0.03%
+7,205
399
$312K 0.02%
3,247
+328
400
$309K 0.02%
4,626
-603
14 15
16
17 18