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
$585M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$6.9M
3
+$992K
4
HUBS icon
HubSpot
HUBS
+$863K
5
NFLX icon
Netflix
NFLX
+$839K

Top Sells

1
+$19.7M
2
+$6.09M
3
+$5.66M
4
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.4M

Sector Composition

1 Technology 14.73%
2 Industrials 9.53%
3 Healthcare 8.66%
4 Financials 7.3%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.21%
26,967
-1,742
102
$1.2M 0.21%
19,480
+877
103
$1.18M 0.2%
7,213
-41
104
$1.18M 0.2%
4,329
-323
105
$1.18M 0.2%
7,831
-1,141
106
$1.18M 0.2%
4,585
+70
107
$1.16M 0.2%
33,537
-2,658
108
$1.15M 0.2%
14,199
+53
109
$1.14M 0.2%
4,925
+7
110
$1.13M 0.19%
14,130
-612
111
$1.13M 0.19%
8,820
+216
112
$1.13M 0.19%
2,650
-75
113
$1.11M 0.19%
13,124
-1,119
114
$1.11M 0.19%
4,319
+1,225
115
$1.09M 0.19%
3,418
+14
116
$1.07M 0.18%
3,916
-49
117
$1.07M 0.18%
12,116
-142
118
$1.06M 0.18%
22,064
-2,742
119
$1.06M 0.18%
5,470
-791
120
$1.06M 0.18%
8,447
+121
121
$1.05M 0.18%
3,295
122
$1.05M 0.18%
14,437
-93
123
$1.04M 0.18%
5,145
-842
124
$1.02M 0.18%
5,335
+324
125
$1.02M 0.18%
9,545
-1,385
3 4
5
6 7