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
$554M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$23.7M
3
+$19M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$15.9M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.4M

Top Sells

1
+$50.5M
2
+$24.3M
3
+$19.7M
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$15.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.5M

Sector Composition

1 Technology 10.44%
2 Healthcare 7.32%
3 Industrials 6.64%
4 Financials 4.86%
5 Energy 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 0.87%
30,976
-4,012
27
$4.75M 0.86%
57,797
+13,723
28
$4.73M 0.85%
+33,991
29
$4.7M 0.85%
92,862
+6,737
30
$4.68M 0.84%
123,338
+6,380
31
$4.51M 0.81%
46,047
-10,009
32
$4.32M 0.78%
115,967
-62,836
33
$4M 0.72%
24,543
-992
34
$3.99M 0.72%
26,828
-2,316
35
$3.96M 0.71%
37,176
-6,098
36
$3.72M 0.67%
40,051
-3,511
37
$3.6M 0.65%
56,040
-1,680
38
$3.44M 0.62%
46,649
-18,762
39
$3.41M 0.62%
15,118
-2,952
40
$3.38M 0.61%
44,784
-3,128
41
$3.14M 0.57%
23,933
-4,995
42
$3.07M 0.55%
162,264
43
$2.94M 0.53%
38,207
-13
44
$2.94M 0.53%
13,893
+874
45
$2.92M 0.53%
55,870
+8,891
46
$2.61M 0.47%
13,436
-2,844
47
$2.54M 0.46%
94,285
-21,680
48
$2.35M 0.43%
40,224
+3,510
49
$2.3M 0.42%
56,405
-3,424
50
$2.29M 0.41%
18,129
+5,101
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