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
$621M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.75M
3
+$1.61M
4
JCI icon
Johnson Controls International
JCI
+$1.6M
5
MDT icon
Medtronic
MDT
+$1.43M

Top Sells

1
+$6.86M
2
+$5.09M
3
+$3.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.48M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.18M

Sector Composition

1 Technology 10.95%
2 Healthcare 9.75%
3 Financials 7.39%
4 Industrials 7.26%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.69M 0.27%
8,564
-59
77
$1.66M 0.27%
15,720
-586
78
$1.66M 0.27%
6,216
-434
79
$1.64M 0.26%
18,828
-469
80
$1.62M 0.26%
35,620
+11,208
81
$1.61M 0.26%
+9,131
82
$1.6M 0.26%
+43,221
83
$1.58M 0.25%
69,914
-2,198
84
$1.56M 0.25%
8,976
-22
85
$1.55M 0.25%
32,353
-70,776
86
$1.54M 0.25%
7,661
+2,204
87
$1.53M 0.25%
10,646
-238
88
$1.53M 0.25%
8,037
-366
89
$1.52M 0.24%
22,675
+8,012
90
$1.51M 0.24%
8,224
-853
91
$1.51M 0.24%
30,211
-6,800
92
$1.5M 0.24%
27,890
+249
93
$1.47M 0.24%
13,823
-1,173
94
$1.46M 0.24%
17,428
+1,796
95
$1.44M 0.23%
12,128
+1,218
96
$1.44M 0.23%
23,033
-530
97
$1.43M 0.23%
+15,715
98
$1.43M 0.23%
7,828
+1,339
99
$1.42M 0.23%
17,434
-1,116
100
$1.4M 0.23%
23,840
-1,200
2 3
4
5 6