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
$655M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.67M
3
+$1.8M
4
STX icon
Seagate
STX
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.39M

Top Sells

1
+$3.26M
2
+$1.15M
3
+$585K
4
SLB icon
SLB Ltd
SLB
+$547K
5
TGT icon
Target
TGT
+$526K

Sector Composition

1 Healthcare 10.52%
2 Technology 8.99%
3 Financials 8.42%
4 Industrials 7.58%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 0.66%
40,887
-302
27
$4.11M 0.63%
78,136
-212
28
$3.68M 0.56%
39,745
-1,755
29
$3.65M 0.56%
45,397
-6,207
30
$3.64M 0.56%
81,463
-4,222
31
$3.54M 0.54%
44,361
-440
32
$3.45M 0.53%
102,312
-3,536
33
$3.44M 0.53%
12,680
-32
34
$3.37M 0.52%
60,531
-2,372
35
$3.35M 0.51%
105,223
-3,782
36
$3.34M 0.51%
39,485
+566
37
$3.25M 0.5%
92,760
-1,260
38
$3.22M 0.49%
13,237
-55
39
$3.21M 0.49%
102,540
-3,901
40
$3.18M 0.49%
70,961
-5,931
41
$3.09M 0.47%
26,733
-1,080
42
$3.08M 0.47%
24,381
-1,023
43
$3.08M 0.47%
38,103
-1,413
44
$2.95M 0.45%
20,038
-2,591
45
$2.9M 0.44%
57,840
-2,433
46
$2.87M 0.44%
11,863
47
$2.82M 0.43%
22,073
-473
48
$2.73M 0.42%
+117,230
49
$2.73M 0.42%
17,829
-738
50
$2.67M 0.41%
+33,998
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