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
$621M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.75M
3
+$1.61M
4
JCI icon
Johnson Controls International
JCI
+$1.6M
5
MDT icon
Medtronic
MDT
+$1.43M

Top Sells

1
+$6.86M
2
+$5.09M
3
+$3.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.48M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.18M

Sector Composition

1 Technology 10.95%
2 Healthcare 9.75%
3 Financials 7.39%
4 Industrials 7.26%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.35%
16,811
-222
52
$2.15M 0.35%
65,419
+1,852
53
$2.15M 0.35%
24,899
+9,027
54
$2.15M 0.35%
44,515
+5,156
55
$2.12M 0.34%
19,419
-1,115
56
$2.08M 0.33%
43,522
-1,220
57
$1.99M 0.32%
11,903
-443
58
$1.97M 0.32%
60,856
+6,882
59
$1.97M 0.32%
14,582
-105
60
$1.96M 0.32%
32,673
+1,235
61
$1.96M 0.32%
5,130
-125
62
$1.94M 0.31%
12,451
-2,379
63
$1.89M 0.3%
62,950
-9,350
64
$1.88M 0.3%
11,282
+1,511
65
$1.86M 0.3%
38,379
-103
66
$1.85M 0.3%
67,249
-2,711
67
$1.82M 0.29%
8,799
-163
68
$1.79M 0.29%
22,278
+128
69
$1.79M 0.29%
54,936
+717
70
$1.77M 0.29%
26,128
-644
71
$1.75M 0.28%
14,292
-3,150
72
$1.75M 0.28%
+36,504
73
$1.75M 0.28%
9,589
-34
74
$1.74M 0.28%
29,680
-1,420
75
$1.69M 0.27%
10,334
-729
1 2
3
4 5