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
$655M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.67M
3
+$1.8M
4
STX icon
Seagate
STX
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.39M

Top Sells

1
+$3.26M
2
+$1.15M
3
+$585K
4
SLB icon
SLB Ltd
SLB
+$547K
5
TGT icon
Target
TGT
+$526K

Sector Composition

1 Healthcare 10.52%
2 Technology 8.99%
3 Financials 8.42%
4 Industrials 7.58%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.21%
+15,646
102
$1.38M 0.21%
17,962
-3,660
103
$1.37M 0.21%
114,139
-381
104
$1.37M 0.21%
9,073
+482
105
$1.37M 0.21%
23,597
-324
106
$1.35M 0.21%
18,282
+935
107
$1.35M 0.21%
12,319
+4,966
108
$1.35M 0.21%
10,182
+664
109
$1.32M 0.2%
30,989
-1,791
110
$1.28M 0.2%
15,540
-645
111
$1.24M 0.19%
16,612
-1,405
112
$1.23M 0.19%
9,278
-345
113
$1.19M 0.18%
10,906
114
$1.19M 0.18%
17,769
-72
115
$1.19M 0.18%
11,331
-233
116
$1.18M 0.18%
+12,018
117
$1.16M 0.18%
38,934
+3,607
118
$1.16M 0.18%
15,463
-653
119
$1.14M 0.17%
6,730
-105
120
$1.14M 0.17%
6,060
-131
121
$1.12M 0.17%
22,086
-316
122
$1.12M 0.17%
14,649
-17
123
$1.12M 0.17%
45,995
+2,784
124
$1.09M 0.17%
6,269
-327
125
$1.09M 0.17%
+8,831
3 4
5
6 7