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
$603M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.44M
3
+$957K
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$652K
5
ALC icon
Alcon
ALC
+$642K

Top Sells

1
+$3.57M
2
+$2.08M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 14.99%
2 Healthcare 9.47%
3 Industrials 7.82%
4 Communication Services 6.2%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.24M 0.21%
4,534
+809
102
$1.22M 0.2%
18,108
-687
103
$1.22M 0.2%
8,816
-394
104
$1.2M 0.2%
27,216
-1,029
105
$1.18M 0.2%
51,085
-422
106
$1.15M 0.19%
17,348
+9,721
107
$1.13M 0.19%
8,776
-59
108
$1.13M 0.19%
8,352
-4
109
$1.12M 0.19%
21,999
+1,626
110
$1.09M 0.18%
36,394
-1,638
111
$1.08M 0.18%
6,384
+1,422
112
$1.07M 0.18%
5,506
113
$1.07M 0.18%
21,492
-1,680
114
$1.06M 0.18%
17,182
+84
115
$1.06M 0.18%
32,873
-1,007
116
$1.06M 0.18%
19,865
-150
117
$1.05M 0.17%
17,724
+150
118
$1.04M 0.17%
9,572
-350
119
$1.03M 0.17%
9,130
-120
120
$1.03M 0.17%
29,788
-171
121
$1.01M 0.17%
3,876
122
$1M 0.17%
5,131
+57
123
$998K 0.17%
2,812
-53
124
$991K 0.16%
10,138
-152
125
$984K 0.16%
17,846
-104
3 4
5
6 7