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
$93.9M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$726K
3
+$694K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$656K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$603K

Top Sells

1
+$663K
2
+$445K
3
+$441K
4
SO icon
Southern Company
SO
+$404K
5
AAPL icon
Apple
AAPL
+$388K

Sector Composition

1 Technology 11.36%
2 Healthcare 7.89%
3 Communication Services 6.55%
4 Consumer Staples 6.35%
5 Financials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$932K 0.99%
5,595
+572
27
$902K 0.96%
6,801
-223
28
$898K 0.96%
4,211
+638
29
$874K 0.93%
14,319
-1,385
30
$817K 0.87%
32,324
+5,730
31
$816K 0.87%
19,727
-2,153
32
$815K 0.87%
15,699
+389
33
$803K 0.86%
2,271
-70
34
$757K 0.81%
6,040
-2,047
35
$756K 0.81%
12,871
+1,131
36
$746K 0.79%
13,040
+3,740
37
$730K 0.78%
13,717
+2,320
38
$697K 0.74%
16,325
+1,749
39
$694K 0.74%
+4,126
40
$678K 0.72%
10,371
-1,444
41
$664K 0.71%
13,490
-605
42
$649K 0.69%
11,403
+244
43
$642K 0.68%
4,145
-42
44
$631K 0.67%
4,470
+223
45
$620K 0.66%
23,036
-120
46
$603K 0.64%
+10,518
47
$601K 0.64%
4,862
+504
48
$586K 0.62%
32,140
49
$547K 0.58%
5,097
+1,557
50
$542K 0.58%
4,033
-433
1
2
3 4 5