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
$557M
AUM Growth
-$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.05M
3
+$5.09M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$4.63M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.36M

Top Sells

1
+$10M
2
+$2.73M
3
+$1.7M
4
JCI icon
Johnson Controls International
JCI
+$1.58M
5
PX
Praxair Inc
PX
+$1.57M

Sector Composition

1 Healthcare 9.97%
2 Technology 9.38%
3 Financials 7.57%
4 Industrials 6.48%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.37%
21,102
-127
52
$2.04M 0.37%
22,150
+215
53
$1.97M 0.35%
17,033
-136
54
$1.96M 0.35%
20,534
-523
55
$1.93M 0.35%
17,442
-1,168
56
$1.91M 0.34%
14,830
-785
57
$1.88M 0.34%
+31,438
58
$1.87M 0.34%
14,161
-671
59
$1.85M 0.33%
38,482
+344
60
$1.84M 0.33%
72,300
-1,660
61
$1.83M 0.33%
63,567
-1,650
62
$1.81M 0.33%
27,641
+2,671
63
$1.8M 0.32%
39,359
-5,362
64
$1.75M 0.31%
13,051
-3,347
65
$1.72M 0.31%
69,960
-822
66
$1.71M 0.31%
12,346
-30
67
$1.7M 0.3%
5,255
+3
68
$1.69M 0.3%
37,011
-1,187
69
$1.68M 0.3%
54,219
-171
70
$1.68M 0.3%
16,306
-1,467
71
$1.64M 0.29%
8,403
+140
72
$1.61M 0.29%
31,100
-160
73
$1.6M 0.29%
14,687
-447
74
$1.57M 0.28%
72,112
-3,058
75
$1.57M 0.28%
11,063
-466
1 2
3
4 5