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
$727M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.14M
3
+$1.85M
4
WFT
Weatherford International plc
WFT
+$1.7M
5
ABBV icon
AbbVie
ABBV
+$1.47M

Top Sells

1
+$4.23M
2
+$2.62M
3
+$1.41M
4
BND icon
Vanguard Total Bond Market
BND
+$1.38M
5
RIO icon
Rio Tinto
RIO
+$1.07M

Sector Composition

1 Healthcare 9.76%
2 Technology 7.87%
3 Financials 7.03%
4 Industrials 6.37%
5 Energy 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.2%
+25,438
102
$1.46M 0.2%
5,652
-347
103
$1.46M 0.2%
55,839
+1,230
104
$1.45M 0.2%
22,477
-935
105
$1.44M 0.2%
15,396
+281
106
$1.43M 0.2%
19,451
-658
107
$1.43M 0.2%
12,883
108
$1.42M 0.2%
21,365
-4,695
109
$1.42M 0.19%
+24,733
110
$1.4M 0.19%
17,746
-1,137
111
$1.34M 0.18%
56,328
-3,872
112
$1.32M 0.18%
44,940
-4,787
113
$1.31M 0.18%
+20,708
114
$1.31M 0.18%
49,148
-260
115
$1.31M 0.18%
11,659
-161
116
$1.29M 0.18%
10,808
-242
117
$1.27M 0.18%
22,682
+1,294
118
$1.27M 0.17%
23,262
-34
119
$1.26M 0.17%
21,930
+3,369
120
$1.25M 0.17%
24,206
-870
121
$1.25M 0.17%
34,451
-1,370
122
$1.22M 0.17%
42,368
-3,036
123
$1.21M 0.17%
4,812
-211
124
$1.18M 0.16%
31,835
-2,170
125
$1.18M 0.16%
4,585
-199
3 4
5
6 7