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
$435M
AUM Growth
-$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.21M
3
+$4.02M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$3.12M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.06M

Top Sells

1
+$5.26M
2
+$3.84M
3
+$3.22M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.01M
5
WBND
Western Asset Total Return ETF
WBND
+$1.79M

Sector Composition

1 Technology 12.25%
2 Healthcare 11.04%
3 Industrials 10.29%
4 Financials 7.62%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 0.83%
18,356
-840
27
$3.58M 0.82%
68,261
+11,965
28
$3.33M 0.77%
29,453
-485
29
$3.3M 0.76%
18,102
-720
30
$3.25M 0.75%
30,505
-10,795
31
$3.22M 0.74%
29,261
-5,369
32
$3.21M 0.74%
62,981
-11,151
33
$3.12M 0.72%
+65,015
34
$3.11M 0.71%
92,963
-5,688
35
$3.06M 0.7%
+78,523
36
$3.03M 0.7%
17,929
-696
37
$2.99M 0.69%
+49,937
38
$2.95M 0.68%
60,760
+4,550
39
$2.93M 0.67%
94,093
-1,965
40
$2.92M 0.67%
37,680
-13,637
41
$2.91M 0.67%
+162,264
42
$2.88M 0.66%
41,182
-620
43
$2.7M 0.62%
+25,416
44
$2.64M 0.61%
62,494
+1,530
45
$2.63M 0.6%
61,615
-4,883
46
$2.54M 0.58%
9,257
-557
47
$2.53M 0.58%
40,162
-4,664
48
$2.49M 0.57%
48,985
-12,430
49
$2.44M 0.56%
5,099
-133
50
$2.43M 0.56%
8,629
-1,643
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