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
$688K
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.45K
2
+$4.77K
3
+$4.73K
4
AAPL icon
Apple
AAPL
+$4.39K
5
WFC icon
Wells Fargo
WFC
+$4.35K

Top Sells

1
+$129M
2
+$38.1M
3
+$35.6M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$12.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.98M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.47%
4 Industrials 11.04%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77K 0.26%
47,472
+31,164
102
$1.77K 0.26%
66,156
+10,836
103
$1.7K 0.25%
19,597
+12,228
104
$1.65K 0.24%
41,111
+14,415
105
$1.65K 0.24%
20,934
+12,246
106
$1.63K 0.24%
28,742
+14,517
107
$1.62K 0.24%
4,934
+432
108
$1.57K 0.23%
27,716
+3,913
109
$1.53K 0.22%
33,060
+3,882
110
$1.53K 0.22%
53,764
+23,474
111
$1.5K 0.22%
9,917
+6,603
112
$1.5K 0.22%
13,179
+2,285
113
$1.49K 0.22%
78,783
+55,327
114
$1.49K 0.22%
9,635
+1,776
115
$1.49K 0.22%
7,321
+3,137
116
$1.48K 0.21%
11,171
+737
117
$1.46K 0.21%
20,622
+979
118
$1.44K 0.21%
33,310
+6,381
119
$1.43K 0.21%
7,581
+4,899
120
$1.42K 0.21%
14,152
+3,873
121
$1.39K 0.2%
23,335
+2,933
122
$1.39K 0.2%
30,870
+9,812
123
$1.38K 0.2%
15,871
+9,134
124
$1.38K 0.2%
5,759
+211
125
$1.38K 0.2%
16,797
+4,324
3 4
5
6 7