AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
-17.05%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$502M
AUM Growth
-$134M
(-21%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-2.38%
Top 10 Holdings %
Top 10 Hldgs %
39.45%
Holding
838
New
492
Increased
103
Reduced
219
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$19.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$8.75M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$7.16M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$6.05M |
| 5 |
Vanguard Total Bond Market
BND
|
+$4.27M |
Sector Composition
| 1 | Technology | 12.24% |
| 2 | Healthcare | 10.71% |
| 3 | Industrials | 6.85% |
| 4 | Financials | 6.15% |
| 5 | Communication Services | 6% |
