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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$79.8M
3
+$46.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.7M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.54%
2 Technology 8.15%
3 Financials 6.69%
4 Energy 5.14%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.74M 0.58%
+334,628
27
$4.71M 0.58%
+214,642
28
$4.7M 0.57%
+113,920
29
$4.61M 0.56%
+42,059
30
$4.57M 0.56%
+172,089
31
$4.31M 0.53%
+73,623
32
$4.23M 0.52%
+54,950
33
$4.03M 0.49%
+115,075
34
$3.9M 0.48%
+97,106
35
$3.83M 0.47%
+275,480
36
$3.81M 0.47%
+46,619
37
$3.79M 0.46%
+64,708
38
$3.66M 0.45%
+30,921
39
$3.55M 0.43%
+77,636
40
$3.51M 0.43%
+161,193
41
$3.46M 0.42%
+48,342
42
$3.39M 0.41%
+42,420
43
$3.1M 0.38%
+100,834
44
$3.08M 0.38%
+124,212
45
$2.89M 0.35%
+31,019
46
$2.85M 0.35%
+86,909
47
$2.85M 0.35%
+57,147
48
$2.84M 0.35%
+79,274
49
$2.8M 0.34%
+10,907
50
$2.78M 0.34%
+48,006
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