HR
Hayden Royal Portfolio holdings
AUM
$42.7M
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
+$197M
(+74%)
Cap. Flow
+$64.9M
Cap. Flow
% of AUM
32.88%
Top 10 Holdings %
Top 10 Hldgs %
30.46%
Holding
253
New
87
Increased
70
Reduced
59
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Air Lease Corp
AL
$7.13B
| – | – |
-17,493
| Closed | -$737K |
|
252
AerCap
AER
$22.2B
| – | – |
-8,169
| Closed | -$453K |
|