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
176
$953 0.14%
50,735
+11,757
177
$949 0.14%
15,554
+2,939
178
$949 0.14%
15,644
+6,836
179
$946 0.14%
67,245
+5,390
180
$940 0.14%
15,178
+10,974
181
$938 0.14%
6,761
+592
182
$934 0.14%
17,223
+4,658
183
$932 0.14%
13,107
+5,402
184
$927 0.13%
18,688
+8,537
185
$924 0.13%
6,592
+2,671
186
$916 0.13%
7,587
+3,954
187
$898 0.13%
+51,500
188
$889 0.13%
23,581
+16,784
189
$885 0.13%
71,253
+9,310
190
$873 0.13%
+8,778
191
$851 0.12%
15,116
+5,728
192
$849 0.12%
7,426
+3,207
193
$842 0.12%
594
+157
194
$840 0.12%
12,590
+2,323
195
$838 0.12%
8,102
+892
196
$838 0.12%
3,351
+643
197
$832 0.12%
61,444
-145
198
$825 0.12%
24,370
+4,809
199
$822 0.12%
+8,812
200
$821 0.12%
11,258
+5,684
6 7
8
9 10