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
$585M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.9M
3
+$992K
4
HUBS icon
HubSpot
HUBS
+$863K
5
NFLX icon
Netflix
NFLX
+$839K

Top Sells

1
+$19.7M
2
+$6.09M
3
+$5.66M
4
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.4M

Sector Composition

1 Technology 14.73%
2 Industrials 9.53%
3 Healthcare 8.66%
4 Financials 7.3%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.4%
28,650
+61
52
$2.36M 0.4%
10,212
-1,435
53
$2.26M 0.39%
42,996
+1,703
54
$2.25M 0.39%
3,026
-390
55
$2.21M 0.38%
13,219
+3
56
$2.19M 0.37%
15,323
+874
57
$2.16M 0.37%
8,134
+239
58
$2.16M 0.37%
19,983
-841
59
$2.1M 0.36%
30,841
-4,939
60
$2.1M 0.36%
10,792
-367
61
$2.05M 0.35%
51,612
+3,717
62
$2.04M 0.35%
79,656
+7,435
63
$2.03M 0.35%
99,430
-18,783
64
$1.97M 0.34%
8,952
-301
65
$1.96M 0.33%
4,994
-1,090
66
$1.85M 0.32%
33,652
+4,178
67
$1.84M 0.32%
68,626
+2,535
68
$1.83M 0.31%
15,741
-1,813
69
$1.82M 0.31%
35,377
+1,050
70
$1.81M 0.31%
9,253
+356
71
$1.8M 0.31%
13,934
-102
72
$1.78M 0.3%
6,551
+250
73
$1.75M 0.3%
29,752
-4,702
74
$1.72M 0.29%
8,253
+340
75
$1.72M 0.29%
7,125
-295
1 2
3
4 5