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
$727M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.14M
3
+$1.85M
4
WFT
Weatherford International plc
WFT
+$1.7M
5
ABBV icon
AbbVie
ABBV
+$1.47M

Top Sells

1
+$4.23M
2
+$2.62M
3
+$1.41M
4
BND icon
Vanguard Total Bond Market
BND
+$1.38M
5
RIO icon
Rio Tinto
RIO
+$1.07M

Sector Composition

1 Healthcare 9.76%
2 Technology 7.87%
3 Financials 7.03%
4 Industrials 6.37%
5 Energy 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.36%
163,860
-9,360
52
$2.61M 0.36%
13,249
+574
53
$2.6M 0.36%
7,921
-78
54
$2.6M 0.36%
106,898
-4,139
55
$2.58M 0.35%
58,414
-3,338
56
$2.58M 0.35%
36,785
-2,106
57
$2.5M 0.34%
29,658
+758
58
$2.5M 0.34%
26,317
-3,111
59
$2.46M 0.34%
46,044
-1,992
60
$2.43M 0.33%
27,789
-164
61
$2.34M 0.32%
61,241
-2,005
62
$2.34M 0.32%
55,937
-2,098
63
$2.34M 0.32%
21,109
-648
64
$2.31M 0.32%
16,479
+840
65
$2.3M 0.32%
30,105
-576
66
$2.29M 0.31%
78,091
+6,128
67
$2.26M 0.31%
84,000
-3,958
68
$2.23M 0.31%
22,698
+116
69
$2.21M 0.3%
92,616
-3,833
70
$2.17M 0.3%
18,305
+454
71
$2.14M 0.29%
+8,881
72
$2.14M 0.29%
19,608
-250
73
$2.12M 0.29%
37,250
-1,611
74
$2.12M 0.29%
18,741
-1,051
75
$2.11M 0.29%
22,213
+1,109
1 2
3
4 5