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
$585M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.9M
3
+$992K
4
HUBS icon
HubSpot
HUBS
+$863K
5
NFLX icon
Netflix
NFLX
+$839K

Top Sells

1
+$19.7M
2
+$6.09M
3
+$5.66M
4
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.4M

Sector Composition

1 Technology 14.73%
2 Industrials 9.53%
3 Healthcare 8.66%
4 Financials 7.3%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.29%
30,243
-5,692
77
$1.66M 0.28%
28,512
+1,677
78
$1.62M 0.28%
2,230
-12
79
$1.6M 0.27%
77,430
-2,370
80
$1.59M 0.27%
4,758
-5
81
$1.58M 0.27%
19,656
-1,539
82
$1.58M 0.27%
23,322
+1,172
83
$1.57M 0.27%
36,859
-1,016
84
$1.56M 0.27%
9,397
+3,456
85
$1.56M 0.27%
2,728
-144
86
$1.49M 0.25%
57,442
+9,209
87
$1.49M 0.25%
2,579
-69
88
$1.47M 0.25%
24,910
-3,050
89
$1.47M 0.25%
9,826
+658
90
$1.46M 0.25%
7,432
-17
91
$1.45M 0.25%
6,846
+50
92
$1.43M 0.24%
32,932
-32
93
$1.39M 0.24%
22,858
+504
94
$1.39M 0.24%
11,091
+230
95
$1.37M 0.23%
5,219
-37
96
$1.35M 0.23%
29,037
-1,791
97
$1.34M 0.23%
7,923
+1,559
98
$1.33M 0.23%
21,564
+1,393
99
$1.33M 0.23%
8,886
+2,846
100
$1.26M 0.22%
15,346
-1,019
2 3
4
5 6