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
$554M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$23.7M
3
+$19M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$15.9M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.4M

Top Sells

1
+$50.5M
2
+$24.3M
3
+$19.7M
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$15.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.5M

Sector Composition

1 Technology 10.44%
2 Healthcare 7.32%
3 Industrials 6.64%
4 Financials 4.86%
5 Energy 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.28%
+42,261
77
$1.54M 0.28%
47,221
+11,270
78
$1.53M 0.28%
5,354
+805
79
$1.52M 0.28%
39,200
+6,280
80
$1.5M 0.27%
3,253
-869
81
$1.48M 0.27%
181,699
+11,534
82
$1.47M 0.27%
14,660
-4,176
83
$1.45M 0.26%
38,475
-521,929
84
$1.41M 0.25%
36,296
+3,063
85
$1.4M 0.25%
30,956
-3,364
86
$1.35M 0.24%
10,916
-24,123
87
$1.33M 0.24%
26,977
+15,353
88
$1.32M 0.24%
63,726
-261,995
89
$1.32M 0.24%
3,816
-178
90
$1.31M 0.24%
6,273
-100
91
$1.3M 0.23%
18,752
-91
92
$1.29M 0.23%
6,332
-692
93
$1.29M 0.23%
7,524
-1,318
94
$1.26M 0.23%
1,856
-397
95
$1.26M 0.23%
69,650
+11,300
96
$1.23M 0.22%
20,465
-1,953
97
$1.23M 0.22%
7,389
+893
98
$1.23M 0.22%
+24,287
99
$1.19M 0.22%
16,910
-230
100
$1.18M 0.21%
41,170
-48,596
2 3
4
5 6