HR
Hayden Royal Portfolio holdings
AUM
$42.7M
1-Year Return
33.85%
This Quarter Return
+6.52%
1 Year Return
+33.85%
3 Year Return
+99.82%
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$83.9M
(+74%)
Cap. Flow
+$72.7M
Cap. Flow
% of AUM
36.81%
Top 10 Holdings %
Top 10 Hldgs %
30.46%
Holding
253
New
87
Increased
71
Reduced
58
Closed
36
Top Buys
Top Sells
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.59M |
| 2 |
Boeing
BA
|
$1.49M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$1.41M |
| 4 |
Bank of America
BAC
|
$1.35M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.17M |
Sector Composition
| 1 | Healthcare | 10.97% |
| 2 | Technology | 7.83% |
| 3 | Consumer Staples | 4.31% |
| 4 | Financials | 4.18% |
| 5 | Communication Services | 4.02% |
