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
$644M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$563K
3
+$544K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$540K
5
DE icon
Deere & Co
DE
+$523K

Top Sells

1
+$3.42M
2
+$1.22M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$686K

Sector Composition

1 Technology 10.85%
2 Healthcare 10.55%
3 Financials 8.28%
4 Industrials 7.55%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 0.61%
65,627
+871
27
$3.94M 0.61%
83,206
-9,068
28
$3.9M 0.61%
75,188
-2,270
29
$3.73M 0.58%
31,890
-3,225
30
$3.69M 0.57%
162,714
31
$3.67M 0.57%
28,316
-358
32
$3.65M 0.57%
32,942
-1,033
33
$3.52M 0.55%
42,327
-636
34
$3.38M 0.52%
80,568
-6,360
35
$3.12M 0.49%
16,398
-235
36
$3.01M 0.47%
30,060
-3,760
37
$3M 0.47%
48,374
-5,819
38
$2.96M 0.46%
18,559
-1,268
39
$2.95M 0.46%
37,767
-2,041
40
$2.84M 0.44%
35,265
-2,870
41
$2.79M 0.43%
34,228
-1,459
42
$2.73M 0.42%
31,012
-795
43
$2.71M 0.42%
73,373
-2,315
44
$2.66M 0.41%
20,482
-2,157
45
$2.59M 0.4%
56,087
+3,277
46
$2.54M 0.39%
15,177
-132
47
$2.48M 0.38%
21,229
-1,311
48
$2.44M 0.38%
15,615
-320
49
$2.4M 0.37%
62,051
-8,720
50
$2.36M 0.37%
44,721
-1,823
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2
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