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
$609M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$10.9M
3
+$2.51M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.18M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$2.18M

Top Sells

1
+$17.3M
2
+$11M
3
+$6.44M
4
BND icon
Vanguard Total Bond Market
BND
+$1.88M
5
AAPL icon
Apple
AAPL
+$1.38M

Sector Composition

1 Technology 14.76%
2 Industrials 8.89%
3 Healthcare 8.77%
4 Financials 6.94%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.4%
8,431
-531
52
$2.46M 0.4%
35,780
-1,479
53
$2.45M 0.4%
14,449
+1,293
54
$2.36M 0.39%
3,416
-420
55
$2.35M 0.39%
41,255
+3,363
56
$2.35M 0.39%
20,824
-1,931
57
$2.33M 0.38%
8,053
+201
58
$2.23M 0.37%
41,293
+1,958
59
$2.18M 0.36%
13,216
+927
60
$2.17M 0.36%
34,454
-10,648
61
$2.13M 0.35%
7,895
+715
62
$2.08M 0.34%
11,159
-840
63
$2.08M 0.34%
35,935
+1,733
64
$2.04M 0.33%
37,875
-1,798
65
$2.01M 0.33%
14,036
+411
66
$2M 0.33%
9,253
-248
67
$1.96M 0.32%
8,897
+1,547
68
$1.92M 0.31%
47,895
+21,898
69
$1.87M 0.31%
27,960
-647
70
$1.86M 0.31%
72,221
+6,076
71
$1.82M 0.3%
7,450
-1,333
72
$1.8M 0.3%
66,091
+46,665
73
$1.79M 0.29%
34,327
+24,030
74
$1.71M 0.28%
7,420
+142
75
$1.71M 0.28%
17,554
-2,352
1 2
3
4 5