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
$492M
AUM Growth
+$96.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$24.3M
3
+$15.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.87M

Top Sells

1
+$11.1M
2
+$8.46M
3
+$7.91M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.08M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.4M

Sector Composition

1 Technology 9.99%
2 Healthcare 9.62%
3 Industrials 8.73%
4 Financials 6.75%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.46%
4,122
-686
52
$2.24M 0.45%
46,979
-15,776
53
$2.19M 0.45%
18,569
-1,358
54
$2.17M 0.44%
7,513
-140
55
$2.15M 0.44%
19,480
-397
56
$2.12M 0.43%
36,714
+16,382
57
$2.06M 0.42%
45,260
58
$2.02M 0.41%
88,135
59
$2M 0.41%
9,647
+67
60
$1.98M 0.4%
31,270
-550
61
$1.97M 0.4%
59,877
+208
62
$1.9M 0.39%
28,444
+146
63
$1.86M 0.38%
14,813
-2,470
64
$1.85M 0.37%
5,045
-311
65
$1.83M 0.37%
21,776
-3,162
66
$1.76M 0.36%
10,051
+322
67
$1.67M 0.34%
26,193
-416
68
$1.64M 0.33%
18,836
-7,271
69
$1.6M 0.33%
7,024
-395
70
$1.57M 0.32%
13,019
+2,237
71
$1.55M 0.32%
3,619
-288
72
$1.52M 0.31%
7,157
-830
73
$1.45M 0.29%
38,119
-219
74
$1.44M 0.29%
34,320
+1,588
75
$1.43M 0.29%
22,418
-615
1 2
3
4 5