HR

Hayden Royal Portfolio holdings

AUM $42.7M
1-Year Est. Return 33.85%
This Quarter Est. Return
1 Year Est. Return
+33.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.7M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$269K
2
+$241K
3
+$226K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$210K
5
BWIN
Baldwin Insurance Group
BWIN
+$209K

Top Sells

1
+$8.41M
2
+$3.09M
3
+$3.07M
4
BX icon
Blackstone
BX
+$2.85M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.38M

Sector Composition

1 Technology 21.19%
2 Healthcare 10.17%
3 Communication Services 7.35%
4 Consumer Discretionary 6.06%
5 Financials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGU icon
26
iShares ESG Aware MSCI USA ETF
ESGU
$14.9B
$380K 0.89%
3,518
AVGO icon
27
Broadcom
AVGO
$1.65T
$379K 0.89%
5,700
+90
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$378K 0.89%
3,301
+46
IWD icon
29
iShares Russell 1000 Value ETF
IWD
$64.4B
$372K 0.87%
2,215
-446
CCI icon
30
Crown Castle
CCI
$42.4B
$368K 0.86%
1,761
-37
NVDA icon
31
NVIDIA
NVDA
$4.46T
$366K 0.86%
12,430
-7,830
AAC
32
DELISTED
Ares Acquisition Corporation
AAC
$366K 0.86%
37,600
-2,000
USRT icon
33
iShares Core US REIT ETF
USRT
$3.17B
$365K 0.85%
5,398
-25
IQV icon
34
IQVIA
IQV
$34.8B
$347K 0.81%
1,230
+2
SHOP icon
35
Shopify
SHOP
$205B
$343K 0.8%
2,490
IUSB icon
36
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$333K 0.78%
6,286
+37
OKTA icon
37
Okta
OKTA
$15.4B
$333K 0.78%
1,484
+8
TTD icon
38
Trade Desk
TTD
$24.4B
$332K 0.78%
3,618
+2
IJH icon
39
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$325K 0.76%
5,745
+120
JPM icon
40
JPMorgan Chase
JPM
$810B
$325K 0.76%
2,054
+52
V icon
41
Visa
V
$664B
$320K 0.75%
1,477
-454
MELI icon
42
Mercado Libre
MELI
$103B
$318K 0.74%
236
+5
CVS icon
43
CVS Health
CVS
$105B
$311K 0.73%
3,017
+16
CSCO icon
44
Cisco
CSCO
$277B
$300K 0.7%
4,733
-399
LULU icon
45
lululemon athletica
LULU
$19.9B
$297K 0.7%
759
+18
UNH icon
46
UnitedHealth
UNH
$323B
$295K 0.69%
587
-48
SWKS icon
47
Skyworks Solutions
SWKS
$11.2B
$293K 0.69%
1,891
-95
VCSH icon
48
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$292K 0.68%
3,589
-4,371
MRK icon
49
Merck
MRK
$212B
$282K 0.66%
3,648
+147
SUI icon
50
Sun Communities
SUI
$15.5B
$281K 0.66%
1,334
+132
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