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
$178M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$5.14M
3
+$3.54M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.11M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.76M

Top Sells

1
+$13.1M
2
+$6.43M
3
+$3.81M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.75M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.68M

Sector Composition

1 Industrials 24.84%
2 Technology 9.36%
3 Healthcare 8.27%
4 Communication Services 3.33%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.78%
+9,633
27
$1.35M 0.76%
+21,932
28
$1.35M 0.76%
6,698
+47
29
$1.32M 0.74%
33,906
+2,429
30
$1.3M 0.73%
18,054
+13,332
31
$1.19M 0.67%
20,561
+105
32
$1.18M 0.66%
+22,412
33
$1.15M 0.65%
+2,294
34
$1.13M 0.63%
+41,005
35
$1.12M 0.63%
15,911
+2,063
36
$1.09M 0.61%
20,956
-5,404
37
$1.05M 0.59%
10,578
+375
38
$1.01M 0.57%
22,557
+224
39
$948K 0.53%
41,523
-6,193
40
$940K 0.53%
7,865
-3,870
41
$932K 0.52%
8,610
-232
42
$927K 0.52%
17,056
-5,601
43
$925K 0.52%
10,476
+311
44
$918K 0.52%
7,766
-698
45
$916K 0.52%
3,658
+580
46
$866K 0.49%
12,220
-3,980
47
$853K 0.48%
10,263
-716
48
$844K 0.47%
+26,224
49
$837K 0.47%
6,801
+1,854
50
$830K 0.47%
45,352
+3,414
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