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
$655M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.67M
3
+$1.8M
4
STX icon
Seagate
STX
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.39M

Top Sells

1
+$3.26M
2
+$1.15M
3
+$585K
4
SLB icon
SLB Limited
SLB
+$547K
5
TGT icon
Target
TGT
+$526K

Sector Composition

1 Healthcare 10.52%
2 Technology 8.99%
3 Financials 8.42%
4 Industrials 7.58%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.41%
40,290
-8,305
52
$2.55M 0.39%
78,141
-315
53
$2.46M 0.38%
14,136
-326
54
$2.34M 0.36%
27,787
-1,304
55
$2.29M 0.35%
47,220
-3,280
56
$2.27M 0.35%
33,939
-900
57
$2.17M 0.33%
19,598
-46
58
$2.11M 0.32%
39,044
-1,860
59
$2.11M 0.32%
25,044
-1,100
60
$2.1M 0.32%
42,808
-2,851
61
$2.08M 0.32%
16,084
-303
62
$2.06M 0.32%
12,788
-431
63
$2.06M 0.32%
20,555
-361
64
$2.02M 0.31%
41,639
65
$2.01M 0.31%
27,684
-1,241
66
$2M 0.3%
79,074
-5,580
67
$1.99M 0.3%
68,015
-800
68
$1.91M 0.29%
42,120
-2,460
69
$1.91M 0.29%
20,396
+277
70
$1.86M 0.28%
80,514
-1,068
71
$1.85M 0.28%
22,216
-453
72
$1.85M 0.28%
12,891
-287
73
$1.8M 0.27%
+41,464
74
$1.79M 0.27%
33,664
-1,559
75
$1.79M 0.27%
10,380
-198
1 2
3
4 5