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
201
$401K 0.07%
1,879
-1,860
202
$400K 0.07%
1,127
-257
203
$398K 0.07%
+14,320
204
$398K 0.07%
1,925
+486
205
$395K 0.07%
+1,903
206
$395K 0.07%
4,119
-139
207
$393K 0.07%
9,591
-547
208
$393K 0.07%
5,644
+139
209
$393K 0.07%
1,047
-12,440
210
$386K 0.07%
4,511
+79
211
$377K 0.07%
3,336
-1,470
212
$377K 0.07%
+4,362
213
$375K 0.07%
8,402
214
$374K 0.07%
4,426
-1,211
215
$371K 0.07%
1,651
-436
216
$369K 0.07%
6,081
+98
217
$368K 0.07%
10,026
-6,799
218
$363K 0.07%
10,161
-1,549
219
$360K 0.07%
+43,772
220
$359K 0.06%
2,815
-339
221
$357K 0.06%
3,185
-865
222
$356K 0.06%
2,648
-377
223
$354K 0.06%
1,545
+360
224
$353K 0.06%
+19,594
225
$352K 0.06%
4,235
-2,062
7 8
9
10 11