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
$784M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.1M
3
+$6.71M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$6.38M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$2.39M

Top Sells

1
+$20.6M
2
+$14M
3
+$7.97M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.83M
5
BIIB icon
Biogen
BIIB
+$3.05M

Sector Composition

1 Healthcare 7.64%
2 Technology 7.3%
3 Financials 6.4%
4 Energy 5.04%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.34%
44,171
-3,835
52
$2.59M 0.33%
113,055
+1,561
53
$2.56M 0.33%
109,365
-3,284
54
$2.54M 0.32%
20,158
-2,669
55
$2.47M 0.32%
67,629
-7,131
56
$2.44M 0.31%
26,616
-2,579
57
$2.39M 0.31%
+71,659
58
$2.37M 0.3%
23,910
-6,728
59
$2.36M 0.3%
35,041
-4,320
60
$2.34M 0.3%
70,437
-30,397
61
$2.34M 0.3%
65,185
+13,248
62
$2.33M 0.3%
8,624
-2,283
63
$2.32M 0.3%
102,696
-8,224
64
$2.3M 0.29%
35,952
-1,676
65
$2.29M 0.29%
78,330
+1,070
66
$2.26M 0.29%
29,979
-1,583
67
$2.24M 0.29%
111,900
-9,080
68
$2.19M 0.28%
23,969
-6,998
69
$2.15M 0.27%
41,509
-12,820
70
$2.12M 0.27%
37,689
-15,999
71
$2.04M 0.26%
32,334
-7,235
72
$2.03M 0.26%
78,083
+3,094
73
$2.02M 0.26%
19,318
-4,175
74
$1.9M 0.24%
36,683
-19,515
75
$1.88M 0.24%
27,387
-5,490
1 2
3
4 5