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
$621M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.75M
3
+$1.61M
4
JCI icon
Johnson Controls International
JCI
+$1.6M
5
MDT icon
Medtronic
MDT
+$1.43M

Top Sells

1
+$6.86M
2
+$5.09M
3
+$3.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.48M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.18M

Sector Composition

1 Technology 10.91%
2 Healthcare 9.75%
3 Financials 7.39%
4 Industrials 7.3%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14M 0.18%
59,523
+7,956
127
$1.13M 0.18%
9,124
+37
128
$1.13M 0.18%
11,210
-955
129
$1.12M 0.18%
6,353
-1,175
130
$1.12M 0.18%
9,339
-1,731
131
$1.11M 0.18%
12,319
+1
132
$1.11M 0.18%
2,589
-416
133
$1.11M 0.18%
25,738
+4,069
134
$1.09M 0.18%
8,105
+2,421
135
$1.09M 0.18%
21,868
-3,534
136
$1.07M 0.17%
28,299
+8,877
137
$1.05M 0.17%
15,795
+213
138
$1.05M 0.17%
21,141
+4,198
139
$1.05M 0.17%
30,182
+9,750
140
$1.05M 0.17%
24,099
+2,892
141
$1.05M 0.17%
3,485
-26
142
$1.03M 0.17%
28,422
+11,608
143
$1.03M 0.17%
+7,531
144
$1.02M 0.16%
3,787
145
$1M 0.16%
13,116
+129
146
$999K 0.16%
12,491
-100
147
$991K 0.16%
4,708
-500
148
$978K 0.16%
12,292
+130
149
$969K 0.16%
3,433
-24,319
150
$941K 0.15%
11,731
+500
4 5
6
7 8