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
$668K
AUM Growth
-$19.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$529
2
+$489
3
+$484
4
MBLY
Mobileye N.V.
MBLY
+$454
5
CMCSA icon
Comcast
CMCSA
+$409

Top Sells

1
+$1.42K
2
+$1K
3
+$840
4
UBSI icon
United Bankshares
UBSI
+$810
5
HMC icon
Honda
HMC
+$807

Sector Composition

1 Healthcare 16.87%
2 Financials 13.19%
3 Technology 12.24%
4 Industrials 10.75%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$788 0.12%
13,237
-29
202
$784 0.12%
21,006
+5,718
203
$781 0.12%
8,166
-646
204
$771 0.12%
106,895
-2,817
205
$769 0.12%
27,450
+3,080
206
$764 0.11%
15,494
-639
207
$762 0.11%
15,492
-453
208
$752 0.11%
8,872
+363
209
$750 0.11%
557
-37
210
$749 0.11%
8,530
-248
211
$742 0.11%
79,092
-1,494
212
$742 0.11%
18,501
+1,727
213
$740 0.11%
9,934
+2,059
214
$732 0.11%
12,719
-672
215
$715 0.11%
8,470
-49
216
$705 0.11%
21,404
-1,141
217
$697 0.1%
12,164
-426
218
$695 0.1%
11,731
+234
219
$693 0.1%
17,645
+930
220
$679 0.1%
13,963
-1,331
221
$670 0.1%
14,510
-797
222
$667 0.1%
6,980
-146
223
$622 0.09%
32,357
-1,335
224
$618 0.09%
9,410
+1,217
225
$617 0.09%
15,557
-2,222
7 8
9
10 11