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
$1.33M
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$7.08K
2
+$6.44K
3
+$4.8K
4
CVX icon
Chevron
CVX
+$3.52K
5
AGN
Allergan plc
AGN
+$2.97K

Top Sells

1
+$4.48M
2
+$2.38M
3
+$1.45M
4
ALK icon
Alaska Air
ALK
+$1.11M
5
SIG icon
Signet Jewelers
SIG
+$855K

Sector Composition

1 Healthcare 14.38%
2 Technology 10.34%
3 Consumer Staples 9.86%
4 Financials 9.34%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.6K 2.45%
347,441
+68,653
2
$22.5K 1.7%
185,831
-306
3
$22.2K 1.67%
147,138
+278
4
$21K 1.58%
410,834
-12,488
5
$19.5K 1.47%
152,841
+790
6
$18.8K 1.42%
576,646
-896
7
$17.9K 1.35%
395,425
+10,209
8
$17.8K 1.34%
743,200
+10,264
9
$15.8K 1.19%
245,529
+6,041
10
$15.5K 1.17%
148,166
+33,577
11
$14.8K 1.12%
238,932
-8,061
12
$13.6K 1.03%
197,883
+24,465
13
$13.6K 1.02%
160,669
+1,215
14
$13.5K 1.02%
246,283
+4,094
15
$12.7K 0.96%
227,795
-3,856
16
$12.4K 0.94%
129,753
+5,889
17
$12.3K 0.93%
368,985
+5,764
18
$12K 0.91%
369,290
-2,500
19
$11.9K 0.9%
112,266
+1,405
20
$11.8K 0.89%
190,913
+3,608
21
$11K 0.83%
78,129
-3,854
22
$10.3K 0.78%
315,470
+3,069
23
$10.3K 0.77%
104,916
+3,464
24
$9.91K 0.75%
209,391
-6,591
25
$9.83K 0.74%
274,800
+26,040
1
2 3 4 5