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
$182M
AUM Growth
-$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$3.79M
3
+$2.08M
4
ALGN icon
Align Technology
ALGN
+$1.59M
5
GAP
The Gap Inc
GAP
+$1.55M

Top Sells

1
+$13.7M
2
+$5.66M
3
+$4.92M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.38M

Sector Composition

1 Technology 8.42%
2 Healthcare 5.99%
3 Consumer Discretionary 2.56%
4 Communication Services 2.31%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-13,560
227
– –
-11,006
228
– –
-3,635
229
– –
-7,516
230
– –
-1,353
231
– –
-2,388
6 7 8 9
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