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
$688K
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$5.51M
2 +$5.07M
3 +$4.98M
4
WFC icon
Wells Fargo
WFC
+$4.32M
5
AAPL icon
Apple
AAPL
+$4.26M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.35%
4 Industrials 11.16%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-220,974
452
-9,938