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
$114M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.66M
3
+$782K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$763K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$718K

Top Sells

1
+$539K
2
+$490K
3
+$464K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$417K
5
NFLX icon
Netflix
NFLX
+$313K

Sector Composition

1 Technology 10.79%
2 Industrials 8.02%
3 Healthcare 7.54%
4 Consumer Staples 5.38%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 1.01%
18,839
+11,761
27
$1.13M 0.99%
39,524
+7,200
28
$1.13M 0.99%
22,891
+1,757
29
$1.12M 0.99%
14,444
+10,051
30
$1.11M 0.98%
8,950
-1,105
31
$1.1M 0.97%
19,745
+6,028
32
$1.06M 0.94%
6,350
+755
33
$1.01M 0.89%
6,050
+1,924
34
$989K 0.87%
28,990
+1,553
35
$946K 0.83%
6,810
+9
36
$939K 0.83%
20,920
-1,388
37
$924K 0.81%
15,704
+5,186
38
$913K 0.8%
7,700
+1,660
39
$899K 0.79%
7,118
+3,085
40
$876K 0.77%
14,518
+3,115
41
$873K 0.77%
19,404
+8,188
42
$863K 0.76%
7,736
+3,020
43
$860K 0.76%
13,279
-1,040
44
$845K 0.74%
5,234
+3,128
45
$800K 0.7%
2,271
46
$763K 0.67%
+8,752
47
$760K 0.67%
13,957
-1,742
48
$760K 0.67%
4,695
+3,487
49
$749K 0.66%
9,922
+4,393
50
$737K 0.65%
17,493
-2,234
1
2
3 4 5