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
$644M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$563K
3
+$544K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$540K
5
DE icon
Deere & Co
DE
+$523K

Top Sells

1
+$3.42M
2
+$1.22M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$686K

Sector Composition

1 Technology 10.85%
2 Healthcare 10.55%
3 Financials 8.28%
4 Industrials 7.55%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.35%
21,057
-1,009
52
$2.23M 0.35%
14,832
-1,607
53
$2.19M 0.34%
15,134
-723
54
$2.09M 0.33%
30,892
-924
55
$2.08M 0.32%
70,782
+6,931
56
$2.08M 0.32%
18,610
-1,218
57
$2.07M 0.32%
21,935
-1,330
58
$2.03M 0.31%
30,088
-347
59
$2.02M 0.31%
12,376
+69
60
$1.97M 0.31%
24,970
-4,656
61
$1.95M 0.3%
5,252
-159
62
$1.95M 0.3%
9,151
-200
63
$1.92M 0.3%
9,278
-414
64
$1.87M 0.29%
30,731
-5,274
65
$1.86M 0.29%
31,260
-3,240
66
$1.86M 0.29%
25,888
-4,460
67
$1.86M 0.29%
65,217
+1,589
68
$1.84M 0.29%
17,169
-485
69
$1.84M 0.29%
9,530
-411
70
$1.83M 0.28%
20,313
-608
71
$1.83M 0.28%
6,778
+1,071
72
$1.82M 0.28%
73,960
-440
73
$1.82M 0.28%
17,773
74
$1.82M 0.28%
38,138
-10
75
$1.8M 0.28%
38,198
+1,079
1 2
3
4 5