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
$668K
AUM Growth
-$19.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$553K
2
+$527K
3
+$494K
4
MBLY
Mobileye N.V.
MBLY
+$405K
5
CMCSA icon
Comcast
CMCSA
+$399K

Top Sells

1
+$1.01M
2
+$868K
3
+$848K
4
UBSI icon
United Bankshares
UBSI
+$769K
5
MMM icon
3M
MMM
+$764K

Sector Composition

1 Healthcare 16.87%
2 Financials 13.19%
3 Technology 12.12%
4 Industrials 10.87%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-3,096
402
– –
-14,152
403
– –
-8,397
13 14 15 16
17