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
$824M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$6.01M
3
+$5.22M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.32M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.28M

Top Sells

1
+$11.9M
2
+$8.66M
3
+$3.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.24M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.97M

Sector Composition

1 Healthcare 8.09%
2 Financials 6.64%
3 Technology 6.1%
4 Industrials 5.79%
5 Energy 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.18%
36,346
-2,326
102
$1.49M 0.18%
21,243
-1,017
103
$1.49M 0.18%
36,085
-1,631
104
$1.46M 0.18%
56,245
-2,373
105
$1.45M 0.18%
21,539
+13,798
106
$1.39M 0.17%
27,430
-1,356
107
$1.36M 0.16%
15,598
-1,050
108
$1.35M 0.16%
16,993
-1,932
109
$1.35M 0.16%
19,509
+2,597
110
$1.33M 0.16%
24,491
+182
111
$1.33M 0.16%
24,284
-2,056
112
$1.33M 0.16%
24,584
+142
113
$1.33M 0.16%
37,843
-1,880
114
$1.32M 0.16%
12,026
+640
115
$1.31M 0.16%
73,610
-1,405
116
$1.29M 0.16%
12,099
-1,289
117
$1.29M 0.16%
+51,909
118
$1.29M 0.16%
92,122
-6,064
119
$1.28M 0.16%
15,220
-653
120
$1.28M 0.16%
15,932
-1,282
121
$1.27M 0.15%
15,172
-384
122
$1.26M 0.15%
5,202
+340
123
$1.25M 0.15%
67,600
+20,300
124
$1.24M 0.15%
15,547
-495
125
$1.21M 0.15%
21,529
-1,082
3 4
5
6 7