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
$814M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.53M
3
+$1.52M
4
STX icon
Seagate
STX
+$1.51M
5
SIG icon
Signet Jewelers
SIG
+$1.17M

Top Sells

1
+$4.73M
2
+$2.62M
3
+$1.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M

Sector Composition

1 Healthcare 8.5%
2 Technology 6.95%
3 Financials 6.37%
4 Industrials 5.76%
5 Energy 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.19%
+87,515
102
$1.51M 0.19%
21,788
-5,088
103
$1.51M 0.19%
+26,853
104
$1.5M 0.18%
58,365
+6,456
105
$1.48M 0.18%
12,024
-2,157
106
$1.46M 0.18%
24,732
-2,698
107
$1.44M 0.18%
48,518
-5,498
108
$1.44M 0.18%
26,579
+2,088
109
$1.43M 0.18%
62,746
-4,854
110
$1.42M 0.17%
51,967
-4,278
111
$1.38M 0.17%
16,247
-746
112
$1.35M 0.17%
11,448
-651
113
$1.35M 0.17%
12,023
-3
114
$1.35M 0.17%
10,733
-611
115
$1.33M 0.16%
14,134
-1,038
116
$1.3M 0.16%
15,994
+555
117
$1.29M 0.16%
23,716
-868
118
$1.24M 0.15%
35,421
-2,422
119
$1.24M 0.15%
4,897
+2,482
120
$1.23M 0.15%
15,043
-504
121
$1.22M 0.15%
33,135
-2,950
122
$1.22M 0.15%
34,513
-1,833
123
$1.21M 0.15%
32,988
-29,133
124
$1.2M 0.15%
83,961
-8,161
125
$1.19M 0.15%
19,822
-4,462
3 4
5
6 7