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
$681M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Sells

1 +$4.86M
2 +$3.47M
3 +$1.22M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.01M

Sector Composition

1 Technology 8.42%
2 Industrials 5.35%
3 Healthcare 3.94%
4 Financials 3.64%
5 Real Estate 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$477K 0.07%
5,586
-141
152
$472K 0.07%
993
153
$461K 0.07%
16,732
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154
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155
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156
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157
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13,742
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960
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9,225
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160
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162
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27,463
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163
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$369K 0.05%
1,036
-108