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
$727M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.14M
3
+$1.85M
4
WFT
Weatherford International plc
WFT
+$1.7M
5
ABBV icon
AbbVie
ABBV
+$1.47M

Top Sells

1
+$4.23M
2
+$2.62M
3
+$1.41M
4
BND icon
Vanguard Total Bond Market
BND
+$1.38M
5
RIO icon
Rio Tinto
RIO
+$1.07M

Sector Composition

1 Healthcare 9.76%
2 Technology 7.87%
3 Financials 7.03%
4 Industrials 6.37%
5 Energy 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.09M 0.7%
98,129
-1,290
27
$5.06M 0.7%
+190,073
28
$4.98M 0.69%
57,768
-2,094
29
$4.77M 0.66%
53,587
-4,300
30
$4.63M 0.64%
86,597
-6,391
31
$4.54M 0.62%
68,333
+1,630
32
$4.4M 0.61%
43,308
-1,148
33
$4.17M 0.57%
81,503
+3,842
34
$4.08M 0.56%
117,299
-2,477
35
$4.08M 0.56%
88,814
-2,897
36
$3.98M 0.55%
79,711
-821
37
$3.89M 0.53%
133,726
-2,306
38
$3.79M 0.52%
11,464
-427
39
$3.69M 0.51%
86,594
-3,918
40
$3.61M 0.5%
43,335
-550
41
$3.6M 0.49%
52,808
+1,842
42
$3.54M 0.49%
42,294
-155
43
$3.43M 0.47%
70,229
-2,815
44
$3.41M 0.47%
54,382
+1,793
45
$3.11M 0.43%
110,939
-35,428
46
$3M 0.41%
31,899
-1,619
47
$2.93M 0.4%
28,411
-1,939
48
$2.76M 0.38%
108,372
-1,806
49
$2.75M 0.38%
109,444
+2,445
50
$2.69M 0.37%
114,632
-908
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2
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