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
$636M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.11M
3
+$2.23M
4
WBND
Western Asset Total Return ETF
WBND
+$1.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.85M

Top Sells

1
+$8.77M
2
+$2.03M
3
+$1.8M
4
TXN icon
Texas Instruments
TXN
+$836K
5
UNP icon
Union Pacific
UNP
+$781K

Sector Composition

1 Technology 11.27%
2 Healthcare 9.34%
3 Financials 7.31%
4 Industrials 7.25%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.34M 0.21%
27,491
-2,061
102
$1.3M 0.2%
7,696
-2,243
103
$1.28M 0.2%
9,544
-257
104
$1.27M 0.2%
32,636
+7,824
105
$1.27M 0.2%
3,920
-166
106
$1.25M 0.2%
18,203
-983
107
$1.25M 0.2%
8,445
+104
108
$1.24M 0.19%
37,818
-22,025
109
$1.24M 0.19%
11,484
-3,530
110
$1.23M 0.19%
6,333
111
$1.21M 0.19%
6,695
-4,319
112
$1.16M 0.18%
12,529
-77
113
$1.16M 0.18%
13,124
-3,499
114
$1.16M 0.18%
15,322
+1,849
115
$1.14M 0.18%
10,011
-5,452
116
$1.12M 0.18%
6,524
-861
117
$1.12M 0.18%
6,935
+46
118
$1.11M 0.17%
5,766
+151
119
$1.11M 0.17%
48,719
-4,461
120
$1.1M 0.17%
12,378
-4,660
121
$1.08M 0.17%
51,071
-8
122
$1.08M 0.17%
3,139
-278
123
$1.08M 0.17%
19,150
-1,113
124
$1.06M 0.17%
17,632
-1,056
125
$1.06M 0.17%
11,579
-474
3 4
5
6 7