HR
Hayden Royal Portfolio holdings
AUM
$42.7M
This Quarter Return
+12.74%
1 Year Return
+33.85%
3 Year Return
+99.82%
5 Year Return
–
10 Year Return
–
AUM
$76.7M
AUM Growth
+$76.7M
(-61%)
Cap. Flow
-$136M
Cap. Flow
% of AUM
-177.37%
Top 10 Holdings %
Top 10 Hldgs %
28.76%
Holding
226
New
28
Increased
21
Reduced
70
Closed
105
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$6.87M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$6.76M |
| 3 |
Apple
AAPL
|
$6.7M |
| 4 |
Visa
V
|
$6.53M |
| 5 |
Microsoft
MSFT
|
$6.47M |
Sector Composition
| 1 | Technology | 12.44% |
| 2 | Healthcare | 8.81% |
| 3 | Communication Services | 6.19% |
| 4 | Consumer Staples | 6.06% |
| 5 | Industrials | 5.72% |