HR
Hayden Royal Portfolio holdings
AUM
$42.7M
This Quarter Return
+7.73%
1 Year Return
+33.85%
3 Year Return
+99.82%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(+4%)
Cap. Flow
-$4.68M
Cap. Flow
% of AUM
-2.58%
Top 10 Holdings %
Top 10 Hldgs %
31.44%
Holding
231
New
25
Increased
72
Reduced
97
Closed
25
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$3.36M |
| 2 |
Diamondback Energy
FANG
|
$2.9M |
| 3 |
Nucor
NUE
|
$2.58M |
| 4 |
Capital One
COF
|
$2.31M |
| 5 |
First Trust Small Cap Value AlphaDEX Fund
FYT
|
$2.12M |
Top Sells
| 1 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$3.39M |
| 2 |
SIVB
SVB Financial Group
SIVB
|
$2.29M |
| 3 |
iShares Gold Trust
IAU
|
$2M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.62M |
| 5 |
Invesco
IVZ
|
$1.59M |
Sector Composition
| 1 | Technology | 11.87% |
| 2 | Healthcare | 8.75% |
| 3 | Consumer Discretionary | 7.72% |
| 4 | Financials | 5.41% |
| 5 | Communication Services | 5.3% |