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
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$79.8M
3
+$46.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.7M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.54%
2 Technology 8.15%
3 Financials 6.69%
4 Energy 5.14%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.34%
+30,638
52
$2.74M 0.34%
+112,649
53
$2.7M 0.33%
+74,760
54
$2.7M 0.33%
+111,494
55
$2.68M 0.33%
+30,967
56
$2.62M 0.32%
+58,489
57
$2.59M 0.32%
+37,628
58
$2.58M 0.32%
+53,688
59
$2.58M 0.31%
+57,617
60
$2.55M 0.31%
+42,177
61
$2.55M 0.31%
+22,827
62
$2.53M 0.31%
+74,989
63
$2.51M 0.31%
+29,195
64
$2.47M 0.3%
+54,329
65
$2.46M 0.3%
+120,980
66
$2.4M 0.29%
+39,361
67
$2.4M 0.29%
+28,368
68
$2.39M 0.29%
+56,198
69
$2.36M 0.29%
+31,562
70
$2.32M 0.28%
+23,493
71
$2.31M 0.28%
+110,920
72
$2.19M 0.27%
+39,569
73
$2.17M 0.27%
+77,260
74
$2.13M 0.26%
+25,829
75
$2.13M 0.26%
+24,792
1 2
3
4 5