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
$603M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.44M
3
+$957K
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$652K
5
ALC icon
Alcon
ALC
+$642K

Top Sells

1
+$3.57M
2
+$2.08M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 14.99%
2 Healthcare 9.47%
3 Industrials 7.82%
4 Communication Services 6.2%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.36%
9,490
-97
52
$2.13M 0.35%
33,907
+81
53
$2.11M 0.35%
12,769
-816
54
$2.05M 0.34%
7,765
-67
55
$2.02M 0.34%
31,764
+6,342
56
$2M 0.33%
13,903
-219
57
$1.99M 0.33%
36,344
-2,272
58
$1.98M 0.33%
13,337
-595
59
$1.95M 0.32%
6,400
+1,739
60
$1.94M 0.32%
46,952
-5,029
61
$1.91M 0.32%
16,416
-30,727
62
$1.89M 0.31%
30,428
-6,204
63
$1.86M 0.31%
9,828
-114
64
$1.81M 0.3%
38,948
-1,098
65
$1.78M 0.3%
7,286
-1,121
66
$1.77M 0.29%
36,942
-5,472
67
$1.75M 0.29%
16,555
-216
68
$1.74M 0.29%
8,201
-192
69
$1.74M 0.29%
49,958
-117
70
$1.74M 0.29%
3,560
+1,108
71
$1.71M 0.28%
7,884
-110
72
$1.68M 0.28%
28,754
-2,018
73
$1.67M 0.28%
64,299
-2,612
74
$1.67M 0.28%
3,580
-122
75
$1.66M 0.27%
3,311
-89
1 2
3
4 5