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

Top Buys

1
+$5.45K
2
+$4.77K
3
+$4.73K
4
AAPL icon
Apple
AAPL
+$4.39K
5
WFC icon
Wells Fargo
WFC
+$4.35K

Top Sells

1
+$129M
2
+$38.1M
3
+$35.6M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$12.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.98M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.47%
4 Industrials 11.04%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.89K 0.86%
70,560
+23,014
27
$5.88K 0.86%
178,183
+74,024
28
$5.86K 0.85%
54,193
+23,035
29
$5.75K 0.84%
13,607
+2,003
30
$5.72K 0.83%
59,815
+38,565
31
$5.43K 0.79%
173,553
+68,611
32
$5.33K 0.78%
70,799
+28,628
33
$5.23K 0.76%
129,069
+51,032
34
$5.11K 0.74%
186,441
+83,409
35
$4.96K 0.72%
190,792
+78,900
36
$4.8K 0.7%
16,130
+7,892
37
$4.51K 0.66%
66,507
+14,431
38
$4.44K 0.65%
161,186
+56,237
39
$4.28K 0.62%
52,182
+579
40
$4.11K 0.6%
62,808
+18,912
41
$3.83K 0.56%
87,788
+35,987
42
$3.77K 0.55%
87,403
+28,204
43
$3.68K 0.54%
197,860
+39,260
44
$3.67K 0.53%
10,026
+2,503
45
$3.63K 0.53%
41,100
+11,863
46
$3.6K 0.52%
37,004
+15,991
47
$3.58K 0.52%
57,442
+26,755
48
$3.31K 0.48%
28,677
+5,113
49
$3.26K 0.47%
30,443
+3,859
50
$3.12K 0.45%
31,336
+12,167
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