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
$511M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$11.9M
3
+$2.52M
4
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
+$2.06M
5
INTC icon
Intel
INTC
+$1.92M

Top Sells

1
+$21M
2
+$15.4M
3
+$7.04M
4
AMZN icon
Amazon
AMZN
+$4.33M
5
ALEX
Alexander & Baldwin
ALEX
+$4.07M

Sector Composition

1 Technology 14.19%
2 Industrials 12.5%
3 Healthcare 9.46%
4 Financials 7.17%
5 Energy 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.44%
89,296
+20,670
52
$2.21M 0.43%
46,185
+10,808
53
$2.15M 0.42%
7,510
-1,472
54
$2.09M 0.41%
20,932
-1,823
55
$2.06M 0.4%
29,466
+103
56
$2.05M 0.4%
61,301
+2,384
57
$1.96M 0.38%
7,834
-1,698
58
$1.88M 0.37%
29,899
-230
59
$1.85M 0.36%
22,380
-5,406
60
$1.84M 0.36%
9,783
-790
61
$1.84M 0.36%
4,476
+1,826
62
$1.81M 0.35%
8,123
-1,565
63
$1.8M 0.35%
66,130
-4,840
64
$1.78M 0.35%
33,495
-2,080
65
$1.78M 0.35%
4,278
-264
66
$1.72M 0.34%
2,567
-420
67
$1.64M 0.32%
12,900
-25
68
$1.63M 0.32%
22,310
-1,050
69
$1.56M 0.31%
8,506
+623
70
$1.55M 0.3%
23,631
-5,439
71
$1.54M 0.3%
5,930
+374
72
$1.5M 0.29%
16,694
-10,938
73
$1.5M 0.29%
6,987
-1,288
74
$1.49M 0.29%
4,410
+1,246
75
$1.46M 0.29%
9,209
+148
1 2
3
4 5