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
$609M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$10.9M
3
+$2.51M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.18M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$2.18M

Top Sells

1
+$17.3M
2
+$11M
3
+$6.44M
4
BND icon
Vanguard Total Bond Market
BND
+$1.88M
5
AAPL icon
Apple
AAPL
+$1.38M

Sector Composition

1 Technology 14.76%
2 Industrials 8.89%
3 Healthcare 8.77%
4 Financials 6.94%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.28%
4,763
+105
77
$1.68M 0.27%
26,835
-1,185
78
$1.63M 0.27%
7,913
+457
79
$1.62M 0.27%
2,242
-129
80
$1.6M 0.26%
79,800
-11,080
81
$1.56M 0.26%
6,084
+151
82
$1.55M 0.25%
2,648
-309
83
$1.54M 0.25%
6,301
-574
84
$1.53M 0.25%
7,449
-250
85
$1.5M 0.25%
15,590
-2,829
86
$1.49M 0.24%
6,796
+129
87
$1.49M 0.24%
21,195
-14
88
$1.45M 0.24%
2,872
-253
89
$1.45M 0.24%
30,828
-4,419
90
$1.4M 0.23%
29,474
+2,008
91
$1.39M 0.23%
14,146
-560
92
$1.38M 0.23%
32,964
+865
93
$1.35M 0.22%
22,150
-1,388
94
$1.35M 0.22%
10,861
-212
95
$1.34M 0.22%
16,365
-333
96
$1.34M 0.22%
22,354
+8,475
97
$1.33M 0.22%
8,972
-3,427
98
$1.3M 0.21%
28,709
-14,242
99
$1.3M 0.21%
4,515
+66
100
$1.29M 0.21%
4,652
-183
2 3
4
5 6