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
$182M
AUM Growth
-$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.05M
3
+$2.6M
4
ALGN icon
Align Technology
ALGN
+$1.89M
5
GAP
The Gap Inc
GAP
+$1.49M

Top Sells

1
+$13.7M
2
+$5.78M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.38M

Sector Composition

1 Technology 8.42%
2 Healthcare 5.99%
3 Consumer Discretionary 2.56%
4 Communication Services 2.31%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$859K 0.47%
20,530
+10,099
27
$845K 0.46%
10,396
+118
28
$835K 0.45%
3,901
+854
29
$789K 0.43%
6,448
-842
30
$778K 0.42%
3,739
+1
31
$777K 0.42%
9,200
+2,741
32
$737K 0.4%
+15,319
33
$726K 0.39%
10,812
-2,432
34
$723K 0.39%
+7,481
35
$700K 0.38%
8,013
-30,065
36
$686K 0.37%
16,645
-93
37
$672K 0.37%
10,830
-18,014
38
$640K 0.35%
3,010
-342
39
$617K 0.34%
15,249
-155
40
$601K 0.33%
+15,847
41
$594K 0.32%
17,842
-173,590
42
$584K 0.32%
12,852
+66
43
$577K 0.31%
+12,630
44
$571K 0.31%
10,459
-4,965
45
$557K 0.3%
20,462
+2,849
46
$537K 0.29%
2,226
-903
47
$501K 0.27%
44,383
+12,000
48
$499K 0.27%
19,700
-280
49
$463K 0.25%
10,350
-1,108
50
$439K 0.24%
20,525
-1,100
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2
3 4 5