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
$727M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.14M
3
+$1.85M
4
WFT
Weatherford International plc
WFT
+$1.7M
5
ABBV icon
AbbVie
ABBV
+$1.47M

Top Sells

1
+$4.23M
2
+$2.62M
3
+$1.41M
4
BND icon
Vanguard Total Bond Market
BND
+$1.38M
5
RIO icon
Rio Tinto
RIO
+$1.07M

Sector Composition

1 Healthcare 9.76%
2 Technology 7.77%
3 Financials 7.03%
4 Industrials 6.46%
5 Energy 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.07M 0.28%
27,688
-2,368
77
$2.07M 0.28%
31,900
-1,125
78
$2M 0.27%
19,661
-1,025
79
$2M 0.27%
21,433
-32
80
$1.93M 0.27%
25,805
+1,422
81
$1.93M 0.27%
25,641
+1,186
82
$1.91M 0.26%
25,895
-870
83
$1.91M 0.26%
57,198
-3,138
84
$1.85M 0.25%
+33,388
85
$1.78M 0.24%
13,731
-863
86
$1.76M 0.24%
19,837
-722
87
$1.74M 0.24%
18,606
-1,077
88
$1.73M 0.24%
12,077
-781
89
$1.73M 0.24%
28,948
-1,673
90
$1.7M 0.23%
26,381
-1,458
91
$1.7M 0.23%
+81,495
92
$1.68M 0.23%
14,937
-528
93
$1.65M 0.23%
34,542
-1,037
94
$1.63M 0.22%
21,440
-386
95
$1.58M 0.22%
15,608
-90
96
$1.56M 0.21%
24,350
+360
97
$1.51M 0.21%
31,729
-3,556
98
$1.49M 0.2%
15,199
-404
99
$1.48M 0.2%
13,682
+63
100
$1.48M 0.2%
12,148
-548
2 3
4
5 6