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
$1.25B
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$3.22M
3
+$3.05M
4
META icon
Meta Platforms (Facebook)
META
+$2.93M
5
T icon
AT&T
T
+$2.89M

Top Sells

1
+$2.27M
2
+$1.68M
3
+$1.1M
4
ROP icon
Roper Technologies
ROP
+$1M
5
DOV icon
Dover
DOV
+$963K

Sector Composition

1 Healthcare 14.14%
2 Technology 11.24%
3 Financials 10.19%
4 Industrials 9.77%
5 Consumer Staples 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.29M 0.1%
22,112
+2,152
177
$1.28M 0.1%
35,308
-143
178
$1.28M 0.1%
27,092
+963
179
$1.28M 0.1%
53,621
-746
180
$1.25M 0.1%
32,585
-963
181
$1.22M 0.1%
30,001
-5,725
182
$1.22M 0.1%
18,147
-2,760
183
$1.2M 0.1%
15,925
-602
184
$1.19M 0.09%
13,578
+288
185
$1.18M 0.09%
41,972
-8,253
186
$1.17M 0.09%
13,506
-341
187
$1.16M 0.09%
16,637
+415
188
$1.16M 0.09%
25,720
-1,049
189
$1.16M 0.09%
30,468
+4,776
190
$1.16M 0.09%
44,265
+11,596
191
$1.16M 0.09%
897
+192
192
$1.15M 0.09%
80,735
+3,090
193
$1.15M 0.09%
85,026
+20,078
194
$1.15M 0.09%
51,834
-9,672
195
$1.14M 0.09%
40,460
-18,268
196
$1.13M 0.09%
108,859
+1,591
197
$1.12M 0.09%
14,614
+1,161
198
$1.11M 0.09%
13,595
+6,073
199
$1.11M 0.09%
15,057
-6,956
200
$1.11M 0.09%
24,379
+4,183
6 7
8
9 10