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
$609M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$10.9M
3
+$2.51M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.18M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$2.18M

Top Sells

1
+$17.3M
2
+$11M
3
+$6.44M
4
BND icon
Vanguard Total Bond Market
BND
+$1.88M
5
AAPL icon
Apple
AAPL
+$1.38M

Sector Composition

1 Technology 14.76%
2 Industrials 8.89%
3 Healthcare 8.77%
4 Financials 6.94%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.21%
9,168
+1,138
102
$1.28M 0.21%
10,930
-406
103
$1.28M 0.21%
10,670
-719
104
$1.28M 0.21%
48,233
+7,524
105
$1.25M 0.21%
20,171
+3,065
106
$1.25M 0.2%
8,604
+172
107
$1.21M 0.2%
12,258
-396
108
$1.2M 0.2%
6,261
-434
109
$1.19M 0.2%
14,243
-4,141
110
$1.19M 0.19%
7,254
+232
111
$1.18M 0.19%
8,437
-2,308
112
$1.16M 0.19%
5,987
113
$1.14M 0.19%
36,195
+12,455
114
$1.12M 0.18%
17,240
-2,410
115
$1.12M 0.18%
2,725
-186
116
$1.11M 0.18%
19,836
-18,761
117
$1.11M 0.18%
18,603
+950
118
$1.11M 0.18%
29,963
-1,941
119
$1.11M 0.18%
6,364
+753
120
$1.09M 0.18%
5,256
-373
121
$1.08M 0.18%
3,965
-234
122
$1.07M 0.18%
22,010
-3,676
123
$1.07M 0.17%
4,918
+117
124
$1.06M 0.17%
38,911
+1,543
125
$1.06M 0.17%
14,530
+486
3 4
5
6 7