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
$688K
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.45K
2
+$4.77K
3
+$4.73K
4
AAPL icon
Apple
AAPL
+$4.39K
5
WFC icon
Wells Fargo
WFC
+$4.35K

Top Sells

1
+$129M
2
+$38.1M
3
+$35.6M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$12.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.98M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.47%
4 Industrials 11.04%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04K 0.44%
31,408
+9,580
52
$3.03K 0.44%
124,666
+34,587
53
$3.02K 0.44%
38,629
+10,369
54
$2.95K 0.43%
115,433
+39,100
55
$2.95K 0.43%
42,523
+15,765
56
$2.9K 0.42%
40,553
+8,057
57
$2.85K 0.41%
100,922
+22,464
58
$2.7K 0.39%
22,147
+987
59
$2.59K 0.38%
44,259
+20,377
60
$2.58K 0.38%
23,802
+10,394
61
$2.57K 0.37%
+32,908
62
$2.55K 0.37%
33,157
+7,638
63
$2.53K 0.37%
15,843
+4,756
64
$2.53K 0.37%
29,998
+4,915
65
$2.51K 0.36%
36,904
+12,611
66
$2.49K 0.36%
55,310
+19,100
67
$2.47K 0.36%
18,397
+6,875
68
$2.44K 0.36%
33,600
+3,645
69
$2.44K 0.35%
29,645
+12,952
70
$2.31K 0.34%
40,053
+18,648
71
$2.31K 0.34%
15,360
+7,200
72
$2.3K 0.34%
20,461
+5,952
73
$2.27K 0.33%
+60,382
74
$2.25K 0.33%
31,642
+3,861
75
$2.24K 0.33%
20,521
+1,604
1 2
3
4 5