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
$688K
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$5.45K
2
+$4.77K
3
+$4.73K
4
AAPL icon
Apple
AAPL
+$4.39K
5
WFC icon
Wells Fargo
WFC
+$4.35K

Top Sells

1
+$129M
2
+$38.1M
3
+$35.6M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$12.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.98M

Sector Composition

1 Healthcare 16.53%
2 Financials 12.86%
3 Technology 12.47%
4 Industrials 11.04%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8K 2.15%
173,709
+56,112
2
$13.4K 1.95%
133,532
+54,153
3
$12.9K 1.87%
414,144
+141,172
4
$11.8K 1.72%
99,519
+25,718
5
$11.8K 1.72%
290,950
+116,401
6
$10.6K 1.54%
101,119
+33,138
7
$9.81K 1.43%
161,879
+54,246
8
$9.72K 1.41%
230,529
+220
9
$9.5K 1.38%
174,612
+79,960
10
$9.31K 1.35%
90,175
+21,618
11
$9.12K 1.33%
80,240
+24,994
12
$8.68K 1.26%
158,343
+38,945
13
$8.48K 1.23%
80,812
+28,202
14
$8.1K 1.18%
328,495
+156,067
15
$8.01K 1.16%
67,703
+16,448
16
$7.1K 1.03%
146,054
+68,844
17
$7.04K 1.02%
162,969
+260
18
$6.85K 1%
83,637
+42,217
19
$6.7K 0.97%
133,945
+46,601
20
$6.47K 0.94%
42,151
+15,789
21
$6.27K 0.91%
84,965
+19,454
22
$6.13K 0.89%
95,096
+16,564
23
$6.09K 0.89%
44,179
+26,093
24
$5.95K 0.87%
216,433
+86,838
25
$5.9K 0.86%
105,182
+21,479
1
2 3 4 5