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
$175M
AUM Growth
-$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.5M
3
+$4.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.6M
5
GLD icon
SPDR Gold Trust
GLD
+$3.85M

Top Sells

1
+$6.88M
2
+$6.2M
3
+$1.89M
4
GAP
The Gap Inc
GAP
+$1.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M

Sector Composition

1 Technology 10.98%
2 Healthcare 9.54%
3 Consumer Discretionary 8.3%
4 Financials 6.47%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.9%
+9,871
27
$1.51M 0.86%
+55,226
28
$1.46M 0.84%
10,355
-414
29
$1.45M 0.83%
22,221
-1,521
30
$1.32M 0.76%
+26,809
31
$1.29M 0.74%
+12,500
32
$1.29M 0.74%
+30,498
33
$1.27M 0.73%
+40,057
34
$1.24M 0.71%
23,574
-1,975
35
$1.18M 0.68%
9,226
-296
36
$1.18M 0.68%
+26,999
37
$1.18M 0.67%
+7,165
38
$1.1M 0.63%
48,247
-618
39
$1.07M 0.61%
+21,213
40
$1.04M 0.6%
19,991
-539
41
$1.03M 0.59%
10,206
-190
42
$1.02M 0.59%
+3,354
43
$1M 0.57%
6,601
+3,905
44
$997K 0.57%
3,914
+13
45
$992K 0.57%
+8,271
46
$978K 0.56%
6,427
-21
47
$959K 0.55%
+7,081
48
$948K 0.54%
9,046
-154
49
$937K 0.54%
16,787
+142
50
$903K 0.52%
3,734
-5
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2
3 4 5