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
$589M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$12.4M
3
+$8.26M
4
V icon
Visa
V
+$1.08M
5
NKE icon
Nike
NKE
+$1.05M

Top Sells

1
+$27M
2
+$18.8M
3
+$15.4M
4
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
+$2.75M
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.54M

Sector Composition

1 Technology 15.8%
2 Industrials 10.03%
3 Healthcare 9.62%
4 Financials 7.49%
5 Communication Services 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.29%
27,786
-1,966
77
$1.68M 0.29%
90,538
-8,892
78
$1.67M 0.28%
12,925
-2,816
79
$1.64M 0.28%
22,755
-567
80
$1.64M 0.28%
7,883
-40
81
$1.6M 0.27%
5,156
-63
82
$1.56M 0.26%
4,542
-216
83
$1.53M 0.26%
58,917
+1,475
84
$1.52M 0.26%
8,771
-115
85
$1.51M 0.26%
9,061
-765
86
$1.47M 0.25%
22,010
-848
87
$1.46M 0.25%
23,360
-1,550
88
$1.43M 0.24%
2,522
-57
89
$1.42M 0.24%
2,177
-53
90
$1.4M 0.24%
29,251
+2,284
91
$1.39M 0.24%
5,805
-2,874
92
$1.39M 0.24%
12,445
-1,754
93
$1.37M 0.23%
6,419
-2,533
94
$1.36M 0.23%
33,140
-397
95
$1.36M 0.23%
5,556
+1,785
96
$1.34M 0.23%
27,789
-1,248
97
$1.31M 0.22%
3,164
-131
98
$1.31M 0.22%
4,813
-112
99
$1.3M 0.22%
5,045
-100
100
$1.3M 0.22%
5,548
-2,705
2 3
4
5 6