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
$814M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.53M
3
+$1.52M
4
STX icon
Seagate
STX
+$1.51M
5
SIG icon
Signet Jewelers
SIG
+$1.17M

Top Sells

1
+$4.73M
2
+$2.62M
3
+$1.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M

Sector Composition

1 Healthcare 8.5%
2 Technology 6.95%
3 Financials 6.37%
4 Industrials 5.76%
5 Energy 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.26%
30,038
-3,414
77
$2.08M 0.26%
21,073
-1,540
78
$2.06M 0.25%
18,118
+1,580
79
$2.02M 0.25%
20,363
-839
80
$2M 0.25%
34,035
-2,017
81
$1.99M 0.24%
72,614
+12,274
82
$1.98M 0.24%
20,226
-2,010
83
$1.97M 0.24%
63,248
-4,819
84
$1.88M 0.23%
32,271
-2,165
85
$1.86M 0.23%
40,746
-2,190
86
$1.86M 0.23%
21,047
-2,034
87
$1.85M 0.23%
16,242
-1,943
88
$1.84M 0.23%
29,525
-2,696
89
$1.81M 0.22%
38,526
+78
90
$1.81M 0.22%
28,945
-1,754
91
$1.8M 0.22%
24,566
+14,540
92
$1.79M 0.22%
13,031
-1,909
93
$1.74M 0.21%
36,912
-2,493
94
$1.72M 0.21%
24,130
+4,621
95
$1.7M 0.21%
27,552
-1,852
96
$1.63M 0.2%
22,304
-770
97
$1.62M 0.2%
13,476
-3,098
98
$1.61M 0.2%
14,251
-656
99
$1.57M 0.19%
20,878
-1,026
100
$1.56M 0.19%
23,249
+1,710
2 3
4
5 6