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
$784M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.1M
3
+$6.71M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$6.38M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$2.39M

Top Sells

1
+$20.6M
2
+$14M
3
+$7.97M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.83M
5
BIIB icon
Biogen
BIIB
+$3.05M

Sector Composition

1 Healthcare 7.64%
2 Technology 7.3%
3 Financials 6.4%
4 Energy 5.04%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.81M 0.61%
67,193
-18,905
27
$4.74M 0.6%
43,462
+1,403
28
$4.52M 0.58%
165,748
-6,341
29
$4.4M 0.56%
50,776
-5,865
30
$4.21M 0.54%
101,826
-12,094
31
$4.14M 0.53%
64,204
-12,496
32
$4.08M 0.52%
16,952
-12,684
33
$3.97M 0.51%
85,073
-9,540
34
$3.71M 0.47%
108,092
-6,983
35
$3.51M 0.45%
46,433
-8,517
36
$3.43M 0.44%
90,660
-6,446
37
$3.37M 0.43%
39,692
-2,728
38
$3.36M 0.43%
38,061
-10,281
39
$3.26M 0.42%
149,358
-65,284
40
$3.13M 0.4%
67,590
+9,973
41
$3.13M 0.4%
39,306
-7,313
42
$3.12M 0.4%
126,363
+2,151
43
$2.99M 0.38%
53,794
-3,353
44
$2.96M 0.38%
189,260
-86,220
45
$2.92M 0.37%
32,292
+1,273
46
$2.8M 0.36%
40,280
-1,897
47
$2.76M 0.35%
57,836
-19,800
48
$2.75M 0.35%
70,460
-8,814
49
$2.75M 0.35%
35,680
-29,028
50
$2.73M 0.35%
116,194
-44,999
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