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
$502M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Sells

1 +$19.2M
2 +$8.75M
3 +$7.16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.05M
5
BND icon
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 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$9K ﹤0.01%
+407
602
$9K ﹤0.01%
+221
603
$9K ﹤0.01%
+29
604
$9K ﹤0.01%
+1,930
605
$9K ﹤0.01%
+316
606
$9K ﹤0.01%
+600
607
$9K ﹤0.01%
+124
608
$9K ﹤0.01%
+81
609
$9K ﹤0.01%
+815
610
$9K ﹤0.01%
+992
611
$8K ﹤0.01%
+287
612
$8K ﹤0.01%
+79
613
$8K ﹤0.01%
+94
614
$8K ﹤0.01%
+1,753
615
$7K ﹤0.01%
+249
616
$7K ﹤0.01%
+55
617
$7K ﹤0.01%
+420
618
$7K ﹤0.01%
+42
619
$7K ﹤0.01%
+200
620
$7K ﹤0.01%
+50
621
$7K ﹤0.01%
+124
622
$7K ﹤0.01%
+89
623
$7K ﹤0.01%
+50
624
$7K ﹤0.01%
+10
625
$6K ﹤0.01%
+215