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
$603M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.44M
3
+$957K
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$652K
5
ALC icon
Alcon
ALC
+$642K

Top Sells

1
+$3.57M
2
+$2.08M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 14.99%
2 Healthcare 9.47%
3 Industrials 7.82%
4 Communication Services 6.2%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$982K 0.16%
17,378
-770
127
$977K 0.16%
7,244
-148
128
$976K 0.16%
20,670
-390
129
$975K 0.16%
4,167
+1,360
130
$966K 0.16%
6,079
+646
131
$964K 0.16%
2,557
-54
132
$962K 0.16%
10,702
-409
133
$961K 0.16%
5,987
134
$957K 0.16%
10,450
-1,026
135
$957K 0.16%
2,911
-25
136
$941K 0.16%
5,335
137
$935K 0.16%
2,291
-26
138
$931K 0.15%
11,104
-3,817
139
$926K 0.15%
4,540
-147
140
$920K 0.15%
2,923
-74
141
$916K 0.15%
7,763
-101
142
$898K 0.15%
6,144
-242
143
$892K 0.15%
18,208
+3,570
144
$892K 0.15%
6,020
-70
145
$889K 0.15%
7,859
-383
146
$888K 0.15%
7,576
147
$887K 0.15%
8,097
-263
148
$880K 0.15%
29,318
-3,130
149
$877K 0.15%
3,595
-150
150
$869K 0.14%
24,882
-246
4 5
6
7 8