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
$589M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$12.4M
3
+$8.26M
4
V icon
Visa
V
+$1.08M
5
NKE icon
Nike
NKE
+$1.05M

Top Sells

1
+$27M
2
+$18.8M
3
+$15.4M
4
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
+$2.75M
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.54M

Sector Composition

1 Technology 15.8%
2 Industrials 10.03%
3 Healthcare 9.62%
4 Financials 7.49%
5 Communication Services 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.42%
8,982
-1,230
52
$2.44M 0.42%
8,357
+223
53
$2.44M 0.42%
9,707
+454
54
$2.38M 0.4%
2,987
-39
55
$2.36M 0.4%
29,070
-1,771
56
$2.33M 0.4%
8,275
-162
57
$2.31M 0.39%
10,535
-4,491
58
$2.1M 0.36%
53,719
+2,107
59
$2.09M 0.35%
70,970
-6,460
60
$2M 0.34%
29,363
-880
61
$2M 0.34%
30,129
+1,617
62
$2M 0.34%
35,575
-5,737
63
$1.98M 0.34%
45,841
-239
64
$1.95M 0.33%
11,941
-1,278
65
$1.86M 0.32%
68,626
66
$1.86M 0.32%
4,877
-117
67
$1.83M 0.31%
35,377
68
$1.83M 0.31%
6,822
-303
69
$1.77M 0.3%
35,960
-899
70
$1.77M 0.3%
6,971
+420
71
$1.75M 0.3%
20,050
+394
72
$1.74M 0.3%
30,590
-3,062
73
$1.73M 0.29%
9,532
+135
74
$1.7M 0.29%
23,518
+1,954
75
$1.7M 0.29%
2,547
-181
1 2
3
4 5