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
$650M
AUM Growth
+$649M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$35.7M
3
+$31.4M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$9.93M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.8M

Top Sells

1
+$20.2M
2
+$14.5M
3
+$14.1M
4
MSFT icon
Microsoft
MSFT
+$13.7M
5
KO icon
Coca-Cola
KO
+$12.8M

Sector Composition

1 Healthcare 10.18%
2 Technology 8.4%
3 Industrials 7.38%
4 Financials 6.78%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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