AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
+3.74%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$592M
AUM Growth
-$29.1M
(-4.7%)
Cap. Flow
-$48.1M
Cap. Flow
% of AUM
-8.13%
Top 10 Holdings %
Top 10 Hldgs %
35.66%
Holding
390
New
17
Increased
76
Reduced
229
Closed
45
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$15.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.22M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.6M |
| 4 |
DuPont de Nemours
DD
|
$2.71M |
| 5 |
TE Connectivity
TEL
|
$2.55M |
Sector Composition
| 1 | Technology | 10.76% |
| 2 | Healthcare | 9.33% |
| 3 | Financials | 7.73% |
| 4 | Industrials | 7.27% |
| 5 | Communication Services | 5.86% |
