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
$554M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$23.7M
3
+$19M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$15.9M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$13.4M

Top Sells

1
+$50.5M
2
+$24.3M
3
+$19.7M
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$15.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.5M

Sector Composition

1 Technology 10.44%
2 Healthcare 7.32%
3 Industrials 6.64%
4 Financials 4.86%
5 Energy 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$494K 0.09%
67,840
+19,361
177
$492K 0.09%
3,953
+250
178
$492K 0.09%
3,645
-1,398
179
$489K 0.09%
9,631
-4,197
180
$487K 0.09%
15,543
-392
181
$481K 0.09%
2,385
+361
182
$479K 0.09%
5,448
+3,415
183
$478K 0.09%
1,010
-1,013
184
$476K 0.09%
1,846
-82
185
$468K 0.08%
12,970
+1,965
186
$467K 0.08%
8,676
-1,290
187
$457K 0.08%
2,972
+91
188
$453K 0.08%
9,979
-1,264
189
$449K 0.08%
2,852
-80
190
$449K 0.08%
1,097
-33,043
191
$434K 0.08%
6,071
-48,585
192
$430K 0.08%
3,537
-19
193
$423K 0.08%
7,017
-2,027
194
$416K 0.08%
4,318
+959
195
$416K 0.08%
576
-253
196
$413K 0.07%
13,024
+1,637
197
$410K 0.07%
6,935
-3,157
198
$404K 0.07%
1,580
+84
199
$404K 0.07%
2,130
200
$403K 0.07%
2,354
+616
6 7
8
9 10