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
$636M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.11M
3
+$2.23M
4
WBND
Western Asset Total Return ETF
WBND
+$1.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.85M

Top Sells

1
+$8.77M
2
+$2.03M
3
+$1.8M
4
TXN icon
Texas Instruments
TXN
+$836K
5
UNP icon
Union Pacific
UNP
+$781K

Sector Composition

1 Technology 11.27%
2 Healthcare 9.34%
3 Financials 7.31%
4 Industrials 7.25%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.79M 0.28%
8,424
-810
77
$1.77M 0.28%
7,830
+95
78
$1.76M 0.28%
13,315
+2,376
79
$1.74M 0.27%
21,242
-3,232
80
$1.74M 0.27%
3,583
-23
81
$1.72M 0.27%
7,848
-736
82
$1.69M 0.27%
25,320
-1,360
83
$1.68M 0.26%
60,207
-342
84
$1.66M 0.26%
40,650
-2,171
85
$1.65M 0.26%
12,900
-767
86
$1.6M 0.25%
33,345
+4,994
87
$1.56M 0.25%
31,832
-100
88
$1.55M 0.24%
11,332
-2,070
89
$1.54M 0.24%
11,205
+2,243
90
$1.52M 0.24%
27,664
+6,484
91
$1.5M 0.24%
6,223
-338
92
$1.5M 0.24%
19,638
-150
93
$1.47M 0.23%
25,244
-17
94
$1.46M 0.23%
10,949
+399
95
$1.43M 0.22%
27,614
-896
96
$1.37M 0.22%
28,881
-2,043
97
$1.37M 0.22%
68,256
+5,023
98
$1.37M 0.22%
20,440
-1,040
99
$1.35M 0.21%
33,615
100
$1.34M 0.21%
14,159
-107
2 3
4
5 6