AT

Arden Trust Co

13F
Arden Trust Co
Last update 2024-07-09 234 Stocks (9 new)
Value $716.00 Mil Turnover 5 %
Countries:
Top Holdings: TOTL(6.17%)DEM(5.41%)CGGR(4.21%)MATX(4.14%)DFIC(4.12%)
Portfolio Report
Summary Stock Picks Current Portfolio
Arden Trust Co Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TOTL 		SPDR DoubleLine Total Return Tactical ETF
1,112,322
44181.430
-2.83%
6.170
-0.18%
-
-2.58%
-1.02%
3348.926
 
DEM 		WisdomTree Emerging Markets High Dividend Fund
894,415
38737.120
+28.43%
5.410
+1.20%
-
-9.10%
-1.14%
2694.019
 
CGGR 		Capital Group Growth ETF
915,908
30124.220
+15.35%
4.210
+0.56%
-
+4.46%
+0.11%
9113.008
 
MATX 		Matson Inc
226,248
29631.700
0%
4.140
0%
0.660
+4.42%
+5.61%
4729.455
Transportation
DFIC 		Dimensional International Core Equity 2 ETF
1,122,643
29514.280
-14.00%
4.120
-0.68%
-
-6.80%
-0.77%
7115.096
 
INTF 		iShares International Equity Factor ETF
972,001
28411.590
-0.81%
3.970
-0.03%
-
-6.99%
-1.01%
1208.086
 
IUSB 		iShares Core Total USD Bond Market ETF
590,474
26701.240
+3.09%
3.730
+0.11%
-
-2.38%
-1.02%
31570.337
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
271,686
21770.210
-2.72%
3.040
-0.08%
-
+2.94%
-0.99%
33915.600
 
BINC 		BlackRock Flexible Income ETF
374,698
19559.230
+0.73%
2.730
+0.02%
-
+0.11%
-0.17%
6968.534
 
QUAL 		iShares MSCI USA Quality Factor ETF
112,193
19158.080
+0.16%
2.670
0%
-
-3.29%
-0.81%
49847.157
 

Arden Trust Co's Historical Top Holdings Breakdowns

Arden Trust Co's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AOM 		iShares Core Moderate Allocation ETF2023-03-31Reduce
-9.77%
●
38.02 ($39.11) 40.26
$43.02
10.01%
Reduce -99.32%
8,700
-1,265,188
AOR 		iShares Core Growth Allocation ETF2023-03-31Sold Out
-4.93%
●
47.31 ($49) 50.71
$56.82
15.96%
Sold Out
0
-514,670
TOTL 		SPDR DoubleLine Total Return Tactical ETF2023-03-31Add
+4.77%
●
39.75 ($40.53) 41.31
$39.01
-3.76%
Add 7800.44%
651,549
643,302
IUSB 		iShares Core Total USD Bond Market ETF2023-03-31New Buy
+4.29%
●
44.56 ($45.53) 46.44
$44.74
-1.74%
New holding
514,464
514,464
CACG 		ClearBridge All Cap Growth ETF2023-03-31Reduce
-3.51%
●
32.77 ($35.9) 37.92
$53.34
48.57%
Reduce -93.13%
38,475
-521,929
SPYG 		SPDR Portfolio S&P 500 Growth ETF2023-03-31New Buy
+3.43%
●
49.44 ($52.8) 55.36
$87.04
64.85%
New holding
343,270
343,270
AOA 		iShares Core Aggressive Allocation ETF2023-03-31Sold Out
-3.24%
●
59.7 ($62.27) 64.62
$75.96
21.99%
Sold Out
0
-266,687
TFLO 		iShares Treasury Floating Rate Bond ETF2023-09-30New Buy
+3.10%
●
50.46 ($50.61) 50.74
$50.55
-0.11%
New holding
367,374
367,374
DEM 		WisdomTree Emerging Markets High Dividend Fund2023-03-31New Buy
+2.87%
●
35.49 ($37.63) 39.29
$40.03
6.38%
New holding
420,327
420,327
XSLV 		Invesco S&P SmallCap Low Volatility ETF2023-09-30Sold Out
-2.84%
●
39.27 ($41.1) 43.12
$46.60
13.39%
Sold Out
0
-434,084

Arden Trust Co Total Holding History ($B)

To

Arden Trust Co's Asset Allocation

To

Arden Trust Co Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Arden Trust Co's Hypothetical Growth since 2024-06-30

Arden Trust Co's Yearly Returns

Year Portfolio % % Excess Gain %

Arden Trust Co's Holdings Heat Map

Size field:

Arden Trust Co's Holdings Bubble Chart

Arden Trust Co News

  • 1

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