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
$644M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$563K
3
+$544K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$540K
5
DE icon
Deere & Co
DE
+$523K

Top Sells

1
+$3.42M
2
+$1.22M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$686K

Sector Composition

1 Technology 10.85%
2 Healthcare 10.55%
3 Financials 8.28%
4 Industrials 7.55%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.74M 0.27%
75,170
-3,013
77
$1.71M 0.27%
8,263
+614
78
$1.7M 0.26%
54,390
-1,851
79
$1.7M 0.26%
35,878
+1,704
80
$1.69M 0.26%
24,759
-6,649
81
$1.68M 0.26%
9,521
-1,738
82
$1.63M 0.25%
11,529
-402
83
$1.62M 0.25%
29,865
-2,518
84
$1.6M 0.25%
14,945
-1,297
85
$1.58M 0.25%
11,890
-313
86
$1.58M 0.25%
45,189
+1,487
87
$1.57M 0.24%
9,766
+1,027
88
$1.57M 0.24%
10,190
-53
89
$1.57M 0.24%
15,933
-1,339
90
$1.56M 0.24%
9,481
+1,831
91
$1.55M 0.24%
10,998
-379
92
$1.52M 0.24%
7,073
-212
93
$1.51M 0.23%
25,020
-2,900
94
$1.5M 0.23%
32,213
-6,720
95
$1.49M 0.23%
3,167
-51
96
$1.48M 0.23%
105,989
-2,318
97
$1.42M 0.22%
12,618
-784
98
$1.41M 0.22%
20,104
-723
99
$1.35M 0.21%
15,401
+729
100
$1.34M 0.21%
4,900
-1,058
2 3
4
5 6