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
$603M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.44M
3
+$957K
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$652K
5
ALC icon
Alcon
ALC
+$642K

Top Sells

1
+$3.57M
2
+$2.08M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.24M

Sector Composition

1 Technology 14.99%
2 Healthcare 9.47%
3 Industrials 7.82%
4 Communication Services 6.2%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$475K 0.08%
2,997
+1,346
202
$475K 0.08%
3,184
-468
203
$469K 0.08%
7,620
-283
204
$468K 0.08%
8,693
-2,795
205
$462K 0.08%
11,929
-1,682
206
$457K 0.08%
8,698
207
$453K 0.08%
11,986
-410
208
$448K 0.07%
16,521
-1,429
209
$446K 0.07%
5,090
-320
210
$446K 0.07%
+4,512
211
$445K 0.07%
2,443
212
$438K 0.07%
5,824
-116
213
$436K 0.07%
1,166
-2,086
214
$432K 0.07%
2,203
-550
215
$427K 0.07%
16,602
-1,708
216
$426K 0.07%
26,012
-1,204
217
$421K 0.07%
7,921
-64
218
$421K 0.07%
20,830
+5
219
$418K 0.07%
12,396
-85
220
$415K 0.07%
9,897
+1,440
221
$410K 0.07%
10,060
-1,315
222
$408K 0.07%
6,941
+170
223
$405K 0.07%
2,009
-11
224
$397K 0.07%
2,256
-100
225
$392K 0.07%
4,205
+274
7 8
9
10 11