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
$644M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$563K
3
+$544K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$540K
5
DE icon
Deere & Co
DE
+$523K

Top Sells

1
+$3.42M
2
+$1.22M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$686K

Sector Composition

1 Technology 10.85%
2 Healthcare 10.55%
3 Financials 8.28%
4 Industrials 7.55%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.34M 0.21%
7,870
-107
102
$1.32M 0.2%
10,137
-570
103
$1.31M 0.2%
4,020
-152
104
$1.29M 0.2%
8,862
+60
105
$1.28M 0.2%
5,236
-825
106
$1.27M 0.2%
8,360
+67
107
$1.27M 0.2%
31,477
+6,233
108
$1.27M 0.2%
15,775
-952
109
$1.27M 0.2%
10,296
-529
110
$1.25M 0.19%
5,857
-397
111
$1.25M 0.19%
19,755
-259
112
$1.25M 0.19%
17,385
-2,678
113
$1.24M 0.19%
7,532
+3,002
114
$1.24M 0.19%
7,898
-248
115
$1.24M 0.19%
3,901
-151
116
$1.24M 0.19%
11,328
+1,313
117
$1.23M 0.19%
15,959
+1,594
118
$1.23M 0.19%
15,892
-4,904
119
$1.23M 0.19%
18,654
-836
120
$1.23M 0.19%
3,547
-40
121
$1.22M 0.19%
23,993
-634
122
$1.21M 0.19%
6,216
-51
123
$1.2M 0.19%
20,728
-130
124
$1.2M 0.19%
28,285
-1,545
125
$1.2M 0.19%
13,635
+1,868
3 4
5
6 7