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
$733M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$526K
3
+$430K
4
AMGN icon
Amgen
AMGN
+$428K
5
NOV icon
NOV
NOV
+$379K

Top Sells

1
+$22.7M
2
+$21.3M
3
+$11.8M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$11.4M
5
T icon
AT&T
T
+$5.21M

Sector Composition

1 Healthcare 9%
2 Technology 6.95%
3 Financials 6.92%
4 Industrials 6.33%
5 Energy 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.03M 0.28%
96,449
-3,034
77
$2.02M 0.28%
14,594
-2,163
78
$1.94M 0.26%
38,861
-1,885
79
$1.93M 0.26%
15,465
-777
80
$1.92M 0.26%
21,465
-18,577
81
$1.91M 0.26%
20,686
-387
82
$1.9M 0.26%
71,963
-651
83
$1.89M 0.26%
12,858
-173
84
$1.87M 0.26%
30,621
-1,650
85
$1.85M 0.25%
15,639
+3,615
86
$1.82M 0.25%
20,559
-488
87
$1.81M 0.25%
27,839
-1,686
88
$1.81M 0.25%
24,383
+253
89
$1.8M 0.25%
21,826
-478
90
$1.76M 0.24%
26,060
-1,492
91
$1.76M 0.24%
35,579
-2,947
92
$1.72M 0.23%
15,698
-549
93
$1.72M 0.23%
24,455
-4,490
94
$1.69M 0.23%
35,285
-1,627
95
$1.66M 0.23%
23,412
-1,320
96
$1.64M 0.22%
23,990
+741
97
$1.63M 0.22%
15,603
-391
98
$1.56M 0.21%
14,325
-6,038
99
$1.53M 0.21%
35,821
+400
100
$1.51M 0.21%
12,883
-1,368
2 3
4
5 6