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
$636M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.11M
3
+$2.23M
4
WBND
Western Asset Total Return ETF
WBND
+$1.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.85M

Top Sells

1
+$8.77M
2
+$2.03M
3
+$1.8M
4
TXN icon
Texas Instruments
TXN
+$836K
5
UNP icon
Union Pacific
UNP
+$781K

Sector Composition

1 Technology 11.27%
2 Healthcare 9.34%
3 Financials 7.31%
4 Industrials 7.25%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.05M 0.16%
13,842
-58
127
$1.03M 0.16%
6,066
+3,400
128
$1.03M 0.16%
5,959
+1,306
129
$1.03M 0.16%
3,402
-379
130
$995K 0.16%
3,056
-1,169
131
$995K 0.16%
3,645
-400
132
$993K 0.16%
19,345
+839
133
$985K 0.15%
6,579
-241
134
$972K 0.15%
3,020
-13
135
$970K 0.15%
3,276
-199
136
$968K 0.15%
4,122
-55
137
$961K 0.15%
4,487
-35
138
$956K 0.15%
17,106
+1,675
139
$949K 0.15%
7,397
-6,513
140
$949K 0.15%
8,559
-579
141
$942K 0.15%
11,785
-1,001
142
$931K 0.15%
4,420
-3,419
143
$926K 0.15%
10,897
-780
144
$924K 0.15%
18,130
+1,215
145
$923K 0.15%
7,206
-215
146
$912K 0.14%
5,506
147
$908K 0.14%
5,051
-4,084
148
$898K 0.14%
3,211
-25
149
$892K 0.14%
6,941
-53
150
$892K 0.14%
24,774
-778
4 5
6
7 8