AT
Arden Trust Portfolio holdings
AUM
$716M
This Quarter Return
-11.08%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$557M
AUM Growth
+$557M
(-13%)
Cap. Flow
-$10.9M
Cap. Flow
% of AUM
-1.96%
Top 10 Holdings %
Top 10 Hldgs %
37.19%
Holding
381
New
19
Increased
74
Reduced
209
Closed
61
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$10M |
| 2 |
TE Connectivity
TEL
|
$2.73M |
| 3 |
Seagate
STX
|
$1.7M |
| 4 |
Johnson Controls International
JCI
|
$1.58M |
| 5 |
PX
Praxair Inc
PX
|
$1.57M |
Sector Composition
| 1 | Healthcare | 9.97% |
| 2 | Technology | 9.38% |
| 3 | Financials | 7.57% |
| 4 | Industrials | 6.48% |
| 5 | Communication Services | 5.42% |