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
$784M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.1M
3
+$6.71M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$6.38M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$2.39M

Top Sells

1
+$20.6M
2
+$14M
3
+$7.97M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.83M
5
BIIB icon
Biogen
BIIB
+$3.05M

Sector Composition

1 Healthcare 7.64%
2 Technology 7.3%
3 Financials 6.4%
4 Energy 5.04%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.86M 0.24%
22,254
-3,575
77
$1.84M 0.23%
27,994
-3,769
78
$1.8M 0.23%
23,382
-2,595
79
$1.76M 0.22%
15,790
-1,855
80
$1.76M 0.22%
18,925
-5,867
81
$1.72M 0.22%
21,776
-3,921
82
$1.72M 0.22%
29,526
-1,080
83
$1.69M 0.22%
41,974
-13,509
84
$1.69M 0.22%
15,049
-4,640
85
$1.67M 0.21%
31,686
+9,036
86
$1.66M 0.21%
32,909
-1,256
87
$1.66M 0.21%
17,204
+42
88
$1.64M 0.21%
64,097
-25,693
89
$1.63M 0.21%
17,687
-10,681
90
$1.61M 0.21%
37,716
-17,685
91
$1.6M 0.2%
24,435
-1,814
92
$1.56M 0.2%
36,422
-12,302
93
$1.55M 0.2%
15,130
-509
94
$1.55M 0.2%
101,045
-11,706
95
$1.53M 0.2%
36,676
-2,566
96
$1.48M 0.19%
38,672
-2,320
97
$1.46M 0.19%
21,204
-5,421
98
$1.43M 0.18%
72,076
-26,858
99
$1.42M 0.18%
39,723
-3,125
100
$1.42M 0.18%
32,473
-26,016
2 3
4
5 6