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
$188M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.09M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.19M

Top Sells

1
+$39.2M
2
+$7.55M
3
+$5.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.42M

Sector Composition

1 Technology 11.37%
2 Healthcare 8.48%
3 Consumer Discretionary 5.71%
4 Communication Services 3.73%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.93%
65,228
+996
27
$1.64M 0.87%
+63,581
28
$1.61M 0.86%
19,641
-2,771
29
$1.6M 0.85%
44,415
+24,669
30
$1.55M 0.83%
+59,968
31
$1.52M 0.81%
28,844
-14,227
32
$1.5M 0.8%
6,603
-95
33
$1.39M 0.74%
33,874
-32
34
$1.37M 0.73%
9,162
-471
35
$1.32M 0.7%
22,900
+1,944
36
$1.3M 0.69%
22,324
+1,763
37
$1.26M 0.67%
+30,829
38
$1.2M 0.64%
32,440
-25,155
39
$1.17M 0.62%
19,332
-14,442
40
$1.14M 0.61%
16,205
-14,618
41
$1.12M 0.6%
9,963
+1,353
42
$1.11M 0.59%
8,010
+145
43
$1.11M 0.59%
10,652
+74
44
$1.02M 0.54%
+27,957
45
$1.01M 0.54%
3,635
-23
46
$1.01M 0.54%
11,408
+932
47
$999K 0.53%
12,031
+1,768
48
$993K 0.53%
13,560
+1,340
49
$933K 0.5%
+25,386
50
$896K 0.48%
+6,022
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