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
$603M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.44M
3
+$957K
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$652K
5
ALC icon
Alcon
ALC
+$642K

Top Sells

1
+$3.57M
2
+$2.08M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 14.99%
2 Healthcare 9.47%
3 Industrials 7.82%
4 Communication Services 6.2%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 0.63%
86,220
-1,460
27
$3.66M 0.61%
30,198
-467
28
$3.64M 0.6%
122,704
+919
29
$3.64M 0.6%
170,157
+98,466
30
$3.61M 0.6%
14,974
-919
31
$3.51M 0.58%
64,855
-1,854
32
$3.38M 0.56%
28,608
-13,158
33
$3.31M 0.55%
15,120
+615
34
$3.11M 0.52%
143,286
-1,092
35
$3.08M 0.51%
21,952
-197
36
$3.03M 0.5%
11,096
-247
37
$2.99M 0.5%
35,365
-73
38
$2.93M 0.49%
9,608
-78
39
$2.87M 0.48%
44,362
+1,357
40
$2.85M 0.47%
77,374
-15,983
41
$2.79M 0.46%
162,495
+71
42
$2.53M 0.42%
50,787
-7,591
43
$2.5M 0.41%
82,433
-3,625
44
$2.46M 0.41%
10,393
-223
45
$2.4M 0.4%
14,246
46
$2.38M 0.39%
22,172
-368
47
$2.35M 0.39%
17,172
-1,220
48
$2.24M 0.37%
3,387
-80
49
$2.23M 0.37%
35,847
-226
50
$2.19M 0.36%
14,379
+3,513
1
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