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
$636M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.11M
3
+$2.23M
4
WBND
Western Asset Total Return ETF
WBND
+$1.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.85M

Top Sells

1
+$8.77M
2
+$2.03M
3
+$1.8M
4
TXN icon
Texas Instruments
TXN
+$836K
5
UNP icon
Union Pacific
UNP
+$781K

Sector Composition

1 Technology 11.27%
2 Healthcare 9.34%
3 Financials 7.31%
4 Industrials 7.25%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.55M 0.72%
20,843
-1,258
27
$4.44M 0.7%
47,142
-7,043
28
$4.2M 0.66%
33,662
-3,599
29
$4.15M 0.65%
69,389
-5,789
30
$3.87M 0.61%
63,904
-8,960
31
$3.82M 0.6%
70,944
+381
32
$3.72M 0.58%
100,090
+6,774
33
$3.72M 0.58%
70,188
-4,670
34
$3.45M 0.54%
77,657
-3,039
35
$3.4M 0.53%
162,264
36
$3.12M 0.49%
33,740
+1,580
37
$2.94M 0.46%
25,124
+1,767
38
$2.89M 0.45%
28,617
+3,754
39
$2.84M 0.45%
12,920
+3,193
40
$2.81M 0.44%
29,302
-1,456
41
$2.8M 0.44%
56,131
-2,780
42
$2.73M 0.43%
50,920
-5,665
43
$2.73M 0.43%
21,884
-119
44
$2.72M 0.43%
24,179
+19,820
45
$2.68M 0.42%
13,555
+1,630
46
$2.65M 0.42%
31,087
+2,440
47
$2.62M 0.41%
54,695
-14,900
48
$2.62M 0.41%
13,955
-358
49
$2.62M 0.41%
14,794
-154
50
$2.61M 0.41%
19,071
-592
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