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
$636M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.11M
3
+$2.23M
4
WBND
Western Asset Total Return ETF
WBND
+$1.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.85M

Top Sells

1
+$8.77M
2
+$2.03M
3
+$1.8M
4
TXN icon
Texas Instruments
TXN
+$836K
5
UNP icon
Union Pacific
UNP
+$781K

Sector Composition

1 Technology 11.27%
2 Healthcare 9.34%
3 Financials 7.31%
4 Industrials 7.25%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.4%
39,751
-1,902
52
$2.53M 0.4%
13,245
-995
53
$2.5M 0.39%
42,077
-555
54
$2.46M 0.39%
8,288
-450
55
$2.42M 0.38%
68,631
-276
56
$2.35M 0.37%
61,884
-317
57
$2.31M 0.36%
17,539
+1,599
58
$2.3M 0.36%
17,972
-27
59
$2.24M 0.35%
10,897
-304
60
$2.21M 0.35%
27,412
-405
61
$2.2M 0.35%
68,753
+4,414
62
$2.2M 0.35%
69,590
-3,370
63
$2.19M 0.34%
39,633
+909
64
$2.19M 0.34%
10,304
+1,147
65
$2.14M 0.34%
17,205
-1,115
66
$2.11M 0.33%
28,371
-891
67
$2.1M 0.33%
22,221
-3,433
68
$2.08M 0.33%
5,332
+1,860
69
$2.05M 0.32%
23,463
-367
70
$2.04M 0.32%
10,295
-796
71
$2M 0.31%
33,563
-2,598
72
$1.95M 0.31%
10,642
-922
73
$1.93M 0.3%
48,606
-1,707
74
$1.92M 0.3%
8,345
+264
75
$1.82M 0.29%
5,526
-379
1 2
3
4 5