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
$621M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.75M
3
+$1.61M
4
JCI icon
Johnson Controls International
JCI
+$1.6M
5
MDT icon
Medtronic
MDT
+$1.43M

Top Sells

1
+$6.86M
2
+$5.09M
3
+$3.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.48M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.18M

Sector Composition

1 Technology 10.95%
2 Healthcare 9.75%
3 Financials 7.39%
4 Industrials 7.26%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38M 0.22%
32,192
+2,471
102
$1.36M 0.22%
26,430
+9,185
103
$1.36M 0.22%
7,719
-172
104
$1.33M 0.21%
20,828
+3,563
105
$1.32M 0.21%
31,111
+503
106
$1.32M 0.21%
15,213
-321
107
$1.31M 0.21%
3,790
-171
108
$1.31M 0.21%
9,322
-613
109
$1.29M 0.21%
27,470
+4,755
110
$1.29M 0.21%
9,524
+2,049
111
$1.27M 0.2%
47,607
+3,855
112
$1.27M 0.2%
52,076
+8,501
113
$1.25M 0.2%
12,080
-949
114
$1.25M 0.2%
11,053
-183
115
$1.24M 0.2%
6,613
116
$1.23M 0.2%
24,553
-581
117
$1.22M 0.2%
19,433
-264
118
$1.2M 0.19%
4,370
-348
119
$1.19M 0.19%
6,041
-148
120
$1.18M 0.19%
30,983
+721
121
$1.17M 0.19%
20,033
+540
122
$1.17M 0.19%
12,278
-318
123
$1.17M 0.19%
10,093
-92
124
$1.14M 0.18%
3,961
-900
125
$1.14M 0.18%
22,514
-1,169
3 4
5
6 7