AT
Arden Trust Portfolio holdings
AUM
$716M
1-Year Return
17.63%
This Quarter Return
+18.27%
1 Year Return
+17.63%
3 Year Return
+22.55%
5 Year Return
+83.07%
10 Year Return
+181.13%
AUM
$545M
AUM Growth
+$42.6M
(+8.5%)
Cap. Flow
-$36.5M
Cap. Flow
% of AUM
-6.71%
Top 10 Holdings %
Top 10 Hldgs %
39.7%
Holding
838
New
5
Increased
142
Reduced
134
Closed
522
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$12.9M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$3.76M |
| 3 |
AbbVie
ABBV
|
+$1.24M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.22M |
| 5 |
Otis Worldwide
OTIS
|
+$1.07M |
Top Sells
Sector Composition
| 1 | Technology | 13.93% |
| 2 | Healthcare | 10.78% |
| 3 | Industrials | 6.5% |
| 4 | Communication Services | 6.15% |
| 5 | Financials | 5.68% |
