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
$603M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.44M
3
+$957K
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$652K
5
ALC icon
Alcon
ALC
+$642K

Top Sells

1
+$3.57M
2
+$2.08M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 14.99%
2 Healthcare 9.47%
3 Industrials 7.82%
4 Communication Services 6.2%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.27%
17,376
-193
77
$1.63M 0.27%
16,790
-165
78
$1.62M 0.27%
38,737
-3,141
79
$1.59M 0.26%
35,625
-1,015
80
$1.57M 0.26%
38,280
-3,642
81
$1.57M 0.26%
7,303
-945
82
$1.55M 0.26%
6,890
-1,803
83
$1.53M 0.25%
7,331
+374
84
$1.52M 0.25%
12,549
-4,230
85
$1.49M 0.25%
6,438
-515
86
$1.48M 0.25%
31,729
-3,274
87
$1.47M 0.24%
6,620
-366
88
$1.47M 0.24%
8,942
-315
89
$1.46M 0.24%
12,117
-436
90
$1.45M 0.24%
11,138
-559
91
$1.43M 0.24%
21,989
-1,466
92
$1.39M 0.23%
59,303
-1,784
93
$1.36M 0.23%
11,592
+3,808
94
$1.35M 0.22%
26,947
-1,196
95
$1.33M 0.22%
16,055
-2,672
96
$1.31M 0.22%
4,856
-189
97
$1.28M 0.21%
97,680
-1,920
98
$1.28M 0.21%
8,172
-1,180
99
$1.27M 0.21%
18,657
-8,912
100
$1.24M 0.21%
41,066
-8,729
2 3
4
5 6