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
$502M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Sells

1 +$19.2M
2 +$8.75M
3 +$7.16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.05M
5
BND icon
Vanguard Total Bond Market
BND
+$4.27M

Sector Composition

1 Technology 12.24%
2 Healthcare 10.71%
3 Industrials 6.85%
4 Financials 6.15%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$0 ﹤0.01%
+98
827
$0 ﹤0.01%
+6
828
$0 ﹤0.01%
+25
829
$0 ﹤0.01%
+62
830
$0 ﹤0.01%
+27
831
$0 ﹤0.01%
+40
832
$0 ﹤0.01%
+13
833
$0 ﹤0.01%
+230
834
$0 ﹤0.01%
+11
835
$0 ﹤0.01%
+15
836
$0 ﹤0.01%
+4
837
$0 ﹤0.01%
+29
838
$0 ﹤0.01%
+11