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
$688K
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.45K
2
+$4.77K
3
+$4.73K
4
AAPL icon
Apple
AAPL
+$4.39K
5
WFC icon
Wells Fargo
WFC
+$4.35K

Top Sells

1
+$129M
2
+$38.1M
3
+$35.6M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$12.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.98M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.47%
4 Industrials 11.04%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.36K 0.2%
41,920
+15,226
127
$1.35K 0.2%
23,101
+4,606
128
$1.34K 0.2%
29,817
+8,825
129
$1.33K 0.19%
108,173
+27,134
130
$1.33K 0.19%
8,239
+1,885
131
$1.31K 0.19%
11,622
+4,496
132
$1.31K 0.19%
27,463
+6,700
133
$1.29K 0.19%
13,147
+7,832
134
$1.29K 0.19%
25,708
+5,748
135
$1.29K 0.19%
23,668
+3,810
136
$1.27K 0.19%
+50,557
137
$1.27K 0.18%
13,545
+4,993
138
$1.26K 0.18%
13,352
+2,718
139
$1.25K 0.18%
8,947
+3,184
140
$1.25K 0.18%
29,619
+7,764
141
$1.25K 0.18%
73,527
+8,376
142
$1.24K 0.18%
84,627
+8,492
143
$1.23K 0.18%
11,972
+4,302
144
$1.23K 0.18%
42,012
+9,461
145
$1.22K 0.18%
23,252
+11,679
146
$1.19K 0.17%
16,447
+3,435
147
$1.17K 0.17%
35,846
+12,747
148
$1.17K 0.17%
36,614
+9,740
149
$1.15K 0.17%
27,660
+8,915
150
$1.15K 0.17%
35,012
-19,128
4 5
6
7 8