AT

Arden Trust Portfolio holdings

AUM $716M
1-Year Est. Return 17.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$81.8M
3
+$49.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.3M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.54%
2 Technology 8.07%
3 Financials 6.57%
4 Energy 5.14%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$801K 0.1%
+22,542
177
$799K 0.1%
+14,874
178
$778K 0.1%
+46,253
179
$759K 0.09%
+26,599
180
$753K 0.09%
+22,496
181
$734K 0.09%
+18,718
182
$729K 0.09%
+9,969
183
$721K 0.09%
+16,245
184
$708K 0.09%
+9,839
185
$707K 0.09%
+17,527
186
$703K 0.09%
+14,500
187
$701K 0.09%
+21,353
188
$698K 0.09%
+12,490
189
$697K 0.09%
+14,035
190
$687K 0.08%
+43,115
191
$685K 0.08%
+28,013
192
$683K 0.08%
+11,594
193
$680K 0.08%
+10,611
194
$669K 0.08%
+14,635
195
$658K 0.08%
+7,772
196
$656K 0.08%
+7,930
197
$649K 0.08%
+13,312
198
$649K 0.08%
+4,046
199
$623K 0.08%
+15,628
200
$610K 0.07%
+11,460
6 7
8
9 10