HR

Hayden Royal Portfolio holdings

AUM $42.7M
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.64M
3
+$4.78M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.69M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$3.34M

Top Sells

1
+$1.57M
2
+$1.55M
3
+$1.41M
4
BAC icon
Bank of America
BAC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.08M

Sector Composition

1 Healthcare 10.97%
2 Technology 7.83%
3 Consumer Staples 4.31%
4 Financials 4.18%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
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