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
$557M
AUM Growth
-$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.05M
3
+$5.09M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$4.63M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.36M

Top Sells

1
+$10M
2
+$2.73M
3
+$1.7M
4
JCI icon
Johnson Controls International
JCI
+$1.58M
5
PX
Praxair Inc
PX
+$1.57M

Sector Composition

1 Healthcare 9.97%
2 Technology 9.38%
3 Financials 7.57%
4 Industrials 6.48%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.28%
8,962
-189
77
$1.52M 0.27%
26,772
-4,120
78
$1.51M 0.27%
53,974
-8,077
79
$1.5M 0.27%
6,650
-128
80
$1.5M 0.27%
9,077
-453
81
$1.48M 0.26%
9,623
+345
82
$1.47M 0.26%
19,297
-1,016
83
$1.43M 0.26%
8,998
-523
84
$1.42M 0.25%
14,996
+51
85
$1.38M 0.25%
10,884
-114
86
$1.37M 0.25%
23,563
-1,196
87
$1.36M 0.24%
8,623
-239
88
$1.31M 0.23%
25,040
+20
89
$1.28M 0.23%
9,771
+290
90
$1.28M 0.23%
4,861
-39
91
$1.26M 0.23%
30,608
-1,605
92
$1.23M 0.22%
29,721
+10,732
93
$1.23M 0.22%
10,910
+6,216
94
$1.22M 0.22%
15,872
-87
95
$1.22M 0.22%
19,697
-407
96
$1.19M 0.21%
11,070
-820
97
$1.18M 0.21%
+22,447
98
$1.18M 0.21%
3,005
-162
99
$1.16M 0.21%
43,752
+28,463
100
$1.16M 0.21%
15,534
-241
2 3
4
5 6