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
$557M
AUM Growth
-$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.05M
3
+$5.09M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$4.63M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.36M

Top Sells

1
+$10M
2
+$2.73M
3
+$1.7M
4
JCI icon
Johnson Controls International
JCI
+$1.58M
5
PX
Praxair Inc
PX
+$1.57M

Sector Composition

1 Healthcare 9.97%
2 Technology 9.38%
3 Financials 7.57%
4 Industrials 6.48%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 0.69%
12,703
-247
27
$3.82M 0.69%
81,414
-1,792
28
$3.78M 0.68%
41,163
-1,164
29
$3.78M 0.68%
87,307
+191
30
$3.74M 0.67%
72,341
-2,847
31
$3.64M 0.65%
80,593
-4,849
32
$3.56M 0.64%
53,103
-2,371
33
$3.51M 0.63%
76,084
-9,807
34
$3.46M 0.62%
31,554
-336
35
$3.38M 0.61%
77,740
-2,828
36
$3.2M 0.57%
64,713
-914
37
$2.99M 0.54%
162,664
-50
38
$2.98M 0.53%
37,901
+134
39
$2.9M 0.52%
35,693
+428
40
$2.88M 0.52%
56,342
+35,987
41
$2.82M 0.51%
28,798
-4,144
42
$2.74M 0.49%
25,399
-2,917
43
$2.67M 0.48%
15,048
-129
44
$2.48M 0.45%
33,080
+3,020
45
$2.42M 0.44%
51,209
-4,878
46
$2.42M 0.43%
20,219
-263
47
$2.33M 0.42%
44,742
-3,632
48
$2.31M 0.41%
17,461
-1,098
49
$2.22M 0.4%
70,059
-3,314
50
$2.13M 0.38%
31,885
-2,343
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