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
$554M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$23.7M
3
+$19M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$15.9M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.4M

Top Sells

1
+$50.5M
2
+$24.3M
3
+$19.7M
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$15.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.5M

Sector Composition

1 Technology 10.44%
2 Healthcare 7.32%
3 Industrials 6.64%
4 Financials 4.86%
5 Energy 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.41%
12,627
+4,921
52
$2.25M 0.41%
21,811
+35
53
$2.24M 0.4%
13,083
-2,194
54
$2.19M 0.4%
46,785
+1,525
55
$2.17M 0.39%
56,900
-8,397
56
$2.16M 0.39%
91,200
+3,065
57
$2.13M 0.38%
10,398
+3,241
58
$2.1M 0.38%
33,246
-2,451
59
$2.06M 0.37%
6,989
-1,356
60
$2.05M 0.37%
18,690
-790
61
$2.04M 0.37%
73,580
+4,880
62
$2.03M 0.37%
8,194
-1,183
63
$2.02M 0.36%
12,642
-2,014
64
$2.01M 0.36%
32,402
-5,581
65
$1.99M 0.36%
6,326
-1,187
66
$1.71M 0.31%
41,712
+3,593
67
$1.66M 0.3%
55,528
-4,349
68
$1.65M 0.3%
8,188
-1,459
69
$1.65M 0.3%
16,591
-1,978
70
$1.64M 0.3%
23,165
-3,028
71
$1.63M 0.29%
9,485
-566
72
$1.62M 0.29%
4,709
-336
73
$1.61M 0.29%
12,018
-2,795
74
$1.6M 0.29%
20,128
+714
75
$1.59M 0.29%
22,875
-5,569
1 2
3
4 5