AT

Arden Trust Portfolio holdings

AUM $716M
1-Year Est. Return 17.63%
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$3.22M
3
+$3.05M
4
META icon
Meta Platforms (Facebook)
META
+$2.93M
5
T icon
AT&T
T
+$2.89M

Top Sells

1
+$2.27M
2
+$1.68M
3
+$1.1M
4
ROP icon
Roper Technologies
ROP
+$1M
5
DOV icon
Dover
DOV
+$963K

Sector Composition

1 Healthcare 14.14%
2 Technology 11.24%
3 Financials 10.19%
4 Industrials 9.77%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$240K 0.02%
+482
452
$239K 0.02%
12,716
+1,873
453
$239K 0.02%
7,174
+528
454
$239K 0.02%
8,096
+631
455
$239K 0.02%
1,179
-305
456
$238K 0.02%
29,491
+2,589
457
$238K 0.02%
5,093
-540
458
$237K 0.02%
2,276
-195
459
$236K 0.02%
8,640
-1,491
460
$235K 0.02%
+3,476
461
$235K 0.02%
2,550
-449
462
$232K 0.02%
5,072
+2,724
463
$232K 0.02%
12,889
-3,699
464
$231K 0.02%
+2,302
465
$231K 0.02%
7,141
-198
466
$230K 0.02%
1,166
-506
467
$230K 0.02%
5,838
+394
468
$230K 0.02%
+3,901
469
$228K 0.02%
2,648
+21
470
$225K 0.02%
3,092
-11
471
$224K 0.02%
+4,931
472
$224K 0.02%
+1,596
473
$222K 0.02%
9,218
-772
474
$221K 0.02%
+5,736
475
$221K 0.02%
+7,791
17 18
19
20 21