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
$784M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.1M
3
+$6.71M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$6.38M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$2.39M

Top Sells

1
+$20.6M
2
+$14M
3
+$7.97M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.83M
5
BIIB icon
Biogen
BIIB
+$3.05M

Sector Composition

1 Healthcare 7.64%
2 Technology 7.3%
3 Financials 6.4%
4 Energy 5.04%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.18%
28,786
-4,844
102
$1.38M 0.18%
22,260
-9,125
103
$1.36M 0.17%
13,600
-4,244
104
$1.34M 0.17%
11,367
-1,217
105
$1.32M 0.17%
26,340
-13,456
106
$1.32M 0.17%
24,442
+5,094
107
$1.31M 0.17%
29,137
-4,415
108
$1.28M 0.16%
11,386
-40
109
$1.27M 0.16%
13,388
-1,512
110
$1.25M 0.16%
24,309
-4,877
111
$1.25M 0.16%
12,602
-5,775
112
$1.24M 0.16%
58,618
-22,555
113
$1.23M 0.16%
16,648
-4,715
114
$1.23M 0.16%
75,015
-35,090
115
$1.22M 0.16%
17,214
-3,948
116
$1.21M 0.15%
15,873
-1,218
117
$1.21M 0.15%
24,658
-528
118
$1.21M 0.15%
15,556
-2,228
119
$1.2M 0.15%
5,578
-382
120
$1.19M 0.15%
16,042
+10,703
121
$1.17M 0.15%
4,862
-2,339
122
$1.13M 0.14%
16,912
+4
123
$1.12M 0.14%
36,220
-1,034
124
$1.11M 0.14%
98,186
-4,375
125
$1.11M 0.14%
16,079
+296
3 4
5
6 7