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
$643M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$3.28M
2 +$3.13M
3 +$1.94M
4
STX icon
Seagate
STX
+$1.86M
5
JCI icon
Johnson Controls International
JCI
+$1.68M

Top Sells

1 +$2.14M
2 +$1.07M
3 +$1.02M
4
MSFT icon
Microsoft
MSFT
+$802K
5
CCK icon
Crown Holdings
CCK
+$724K

Sector Composition

1 Technology 10.56%
2 Healthcare 9.84%
3 Financials 9.05%
4 Industrials 7.46%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-4,195
377
-6,083
378
-4,185