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
$688K
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.45K
2
+$4.77K
3
+$4.73K
4
AAPL icon
Apple
AAPL
+$4.39K
5
WFC icon
Wells Fargo
WFC
+$4.35K

Top Sells

1
+$129M
2
+$38.1M
3
+$35.6M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$12.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.98M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.47%
4 Industrials 11.04%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.23K 0.32%
15,421
+7,808
77
$2.21K 0.32%
42,951
+20,751
78
$2.18K 0.32%
55,789
+39,300
79
$2.14K 0.31%
42,023
+5,798
80
$2.06K 0.3%
46,468
+37,765
81
$2.05K 0.3%
35,875
+5,549
82
$2.02K 0.29%
35,670
+15,366
83
$1.94K 0.28%
37,323
+11,555
84
$1.93K 0.28%
12,872
+1,278
85
$1.91K 0.28%
22,350
+11,076
86
$1.9K 0.28%
27,144
+2,332
87
$1.9K 0.28%
19,562
+7,410
88
$1.88K 0.27%
61,619
+18,217
89
$1.88K 0.27%
25,200
+19,458
90
$1.87K 0.27%
22,601
+5,268
91
$1.86K 0.27%
57,046
+19,525
92
$1.86K 0.27%
29,923
+13,983
93
$1.86K 0.27%
24,533
+2,942
94
$1.82K 0.27%
39,325
+21,732
95
$1.82K 0.26%
26,269
+16,291
96
$1.8K 0.26%
41,092
+15,266
97
$1.8K 0.26%
8,567
+3,826
98
$1.8K 0.26%
24,455
+5,632
99
$1.77K 0.26%
7,492
+2,060
100
$1.77K 0.26%
14,042
+3,440
2 3
4
5 6