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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$6K ﹤0.01%
+558
627
$6K ﹤0.01%
+118
628
$6K ﹤0.01%
+58
629
$6K ﹤0.01%
+200
630
$6K ﹤0.01%
+4,082
631
$6K ﹤0.01%
+483
632
$6K ﹤0.01%
+20
633
$5K ﹤0.01%
+106
634
$5K ﹤0.01%
+45
635
$5K ﹤0.01%
+360
636
$5K ﹤0.01%
+400
637
$5K ﹤0.01%
+84
638
$5K ﹤0.01%
+554
639
$5K ﹤0.01%
+171
640
$5K ﹤0.01%
+10
641
$5K ﹤0.01%
+95
642
$5K ﹤0.01%
+63
643
$4K ﹤0.01%
+1,346
644
$4K ﹤0.01%
+14
645
$4K ﹤0.01%
+72
646
$4K ﹤0.01%
+29
647
$4K ﹤0.01%
+69
648
$4K ﹤0.01%
+71
649
$4K ﹤0.01%
+180
650
$4K ﹤0.01%
+152