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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$7.92M
3
+$7.29M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.78M
5
AMZN icon
Amazon
AMZN
+$6.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.12%
2 Healthcare 13.66%
3 Technology 13.36%
4 Consumer Discretionary 9.06%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.03%
+43,940
27
$1.96M 1%
+12,212
28
$1.94M 0.99%
+14,831
29
$1.75M 0.9%
+11,368
30
$1.74M 0.89%
+7,570
31
$1.66M 0.85%
+24,301
32
$1.61M 0.82%
+4,107
33
$1.59M 0.81%
+73,667
34
$1.59M 0.81%
+14,383
35
$1.53M 0.78%
+12,078
36
$1.48M 0.76%
+22,204
37
$1.42M 0.73%
+25,047
38
$1.4M 0.72%
+33,878
39
$1.32M 0.68%
+28,178
40
$1.28M 0.66%
+17,610
41
$1.28M 0.65%
+15,304
42
$1.23M 0.63%
+18,298
43
$1.2M 0.61%
+16,838
44
$1.14M 0.58%
+10,542
45
$1.06M 0.54%
+9,590
46
$1M 0.51%
+40,573
47
$964K 0.49%
+20,367
48
$941K 0.48%
+5,907
49
$938K 0.48%
+38,147
50
$925K 0.47%
+7,054
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