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
$636M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.11M
3
+$2.23M
4
WBND
Western Asset Total Return ETF
WBND
+$1.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.85M

Top Sells

1
+$8.77M
2
+$2.03M
3
+$1.8M
4
TXN icon
Texas Instruments
TXN
+$836K
5
UNP icon
Union Pacific
UNP
+$781K

Sector Composition

1 Technology 11.27%
2 Healthcare 9.34%
3 Financials 7.31%
4 Industrials 7.25%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$701K 0.11%
7,756
177
$699K 0.11%
12,773
+658
178
$698K 0.11%
4,369
+236
179
$686K 0.11%
8,067
-2,691
180
$684K 0.11%
33,793
-838
181
$681K 0.11%
27,316
-206
182
$679K 0.11%
1,352
-381
183
$675K 0.11%
17,502
-402
184
$664K 0.1%
7,035
-118
185
$664K 0.1%
13,200
-8
186
$660K 0.1%
23,410
-91
187
$645K 0.1%
5,728
-31
188
$636K 0.1%
19,538
-732
189
$635K 0.1%
11,912
+2,101
190
$615K 0.1%
14,593
-619
191
$609K 0.1%
+3,741
192
$605K 0.1%
3,777
-336
193
$605K 0.1%
10,591
-290
194
$597K 0.09%
22,784
-854
195
$597K 0.09%
9,934
-594
196
$596K 0.09%
500
-18
197
$593K 0.09%
4,266
+568
198
$591K 0.09%
10,182
+187
199
$589K 0.09%
3,881
+1,480
200
$589K 0.09%
35,637
-2,430
6 7
8
9 10