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
151
$858K 0.14%
13,906
-576
152
$856K 0.14%
10,075
-63
153
$845K 0.14%
5,785
+422
154
$841K 0.14%
5,949
+57
155
$839K 0.14%
4,935
-105
156
$839K 0.14%
2,923
-205
157
$835K 0.14%
17,775
-1,048
158
$826K 0.14%
8,357
-243
159
$820K 0.14%
20,503
-180
160
$819K 0.14%
21,644
-7,253
161
$814K 0.14%
1,140
-48
162
$813K 0.13%
13,941
-535
163
$810K 0.13%
16,810
-508
164
$810K 0.13%
40,369
-5,129
165
$808K 0.13%
2,518
-43
166
$798K 0.13%
17,246
-436
167
$797K 0.13%
2,232
-22
168
$781K 0.13%
18,396
+5,585
169
$766K 0.13%
7,295
-1,272
170
$737K 0.12%
24,784
-4,018
171
$705K 0.12%
29,976
-237
172
$687K 0.11%
4,319
+305
173
$686K 0.11%
2,948
-4,498
174
$670K 0.11%
5,731
-122
175
$664K 0.11%
5,100
-216
5 6
7
8 9