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
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.54M
3
+$2.5M
4
COF icon
Capital One
COF
+$2.25M
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$2.16M

Top Sells

1
+$3.44M
2
+$2.29M
3
+$1.62M
4
IVZ icon
Invesco
IVZ
+$1.62M
5
TPR icon
Tapestry
TPR
+$1.61M

Sector Composition

1 Technology 11.87%
2 Healthcare 8.75%
3 Consumer Discretionary 7.72%
4 Financials 5.41%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-323
227
– –
-11,000
228
– –
-16,500
229
– –
-21,500
230
– –
-4,636
6 7 8 9
10