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
$655M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.67M
3
+$1.8M
4
STX icon
Seagate
STX
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.39M

Top Sells

1
+$3.26M
2
+$1.15M
3
+$585K
4
SLB icon
SLB Ltd
SLB
+$547K
5
TGT icon
Target
TGT
+$526K

Sector Composition

1 Healthcare 10.52%
2 Technology 8.99%
3 Financials 8.42%
4 Industrials 7.58%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.27%
21,395
-675
77
$1.74M 0.27%
17,298
-81
78
$1.74M 0.27%
4,118
+328
79
$1.7M 0.26%
14,308
-2,123
80
$1.66M 0.25%
15,251
-660
81
$1.66M 0.25%
15,643
-248
82
$1.65M 0.25%
31,835
-1,394
83
$1.6M 0.25%
9,604
-24
84
$1.6M 0.24%
8,082
-1,669
85
$1.59M 0.24%
12,255
-194
86
$1.58M 0.24%
13,178
-153
87
$1.57M 0.24%
33,720
+1,280
88
$1.55M 0.24%
39,904
+23,066
89
$1.51M 0.23%
8,941
-435
90
$1.49M 0.23%
13,490
-1,040
91
$1.48M 0.23%
4,401
-63
92
$1.48M 0.23%
29,000
-242
93
$1.45M 0.22%
23,128
-529
94
$1.44M 0.22%
80,615
-336
95
$1.44M 0.22%
11,165
-156
96
$1.43M 0.22%
17,061
-594
97
$1.42M 0.22%
15,033
-106
98
$1.41M 0.22%
31,168
+221
99
$1.4M 0.21%
9,940
-276
100
$1.39M 0.21%
+35,853
2 3
4
5 6