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
151
$1.15K 0.17%
59,281
+1,743
152
$1.14K 0.17%
+13,951
153
$1.14K 0.17%
11,294
+720
154
$1.14K 0.17%
17,907
+3,984
155
$1.13K 0.16%
8,353
+2,952
156
$1.12K 0.16%
+23,633
157
$1.11K 0.16%
10,951
+5,462
158
$1.1K 0.16%
32,172
+8,066
159
$1.1K 0.16%
30,480
+14,270
160
$1.08K 0.16%
32,008
+4,068
161
$1.08K 0.16%
18,853
+6,719
162
$1.07K 0.16%
9,091
+1,826
163
$1.07K 0.16%
21,324
+8,258
164
$1.06K 0.15%
9,636
+4,236
165
$1.05K 0.15%
13,280
+4,544
166
$1.04K 0.15%
134,872
+41,813
167
$1.03K 0.15%
37,590
+12,382
168
$1.03K 0.15%
56,221
+13,802
169
$1.03K 0.15%
19,047
+2,311
170
$1.02K 0.15%
18,276
+4,841
171
$1.02K 0.15%
25,258
+16,444
172
$1.02K 0.15%
+21,502
173
$970 0.14%
+23,623
174
$965 0.14%
+4,267
175
$954 0.14%
18,636
+7,404
5 6
7
8 9