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
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.9M
3
+$2.58M
4
COF icon
Capital One
COF
+$2.31M
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$2.12M

Top Sells

1
+$3.39M
2
+$2.29M
3
+$1.62M
4
IVZ icon
Invesco
IVZ
+$1.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.58M

Sector Composition

1 Technology 11.87%
2 Healthcare 8.75%
3 Consumer Discretionary 7.72%
4 Financials 5.41%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.87%
21,837
-384
27
$1.53M 0.85%
10,400
+45
28
$1.51M 0.83%
54,927
-299
29
$1.35M 0.74%
50,428
-59,314
30
$1.34M 0.74%
30,548
+50
31
$1.23M 0.68%
9,424
+1,153
32
$1.21M 0.67%
9,112
-114
33
$1.19M 0.66%
26,233
-766
34
$1.19M 0.66%
27,359
-36,066
35
$1.18M 0.65%
40,057
36
$1.17M 0.64%
7,069
-96
37
$1.15M 0.63%
21,284
+5,118
38
$1.12M 0.62%
21,135
-5,674
39
$1.07M 0.59%
3,370
+16
40
$1.05M 0.58%
9,965
-241
41
$1.01M 0.56%
38,172
+22,653
42
$1M 0.55%
6,433
+6
43
$1M 0.55%
45,990
-2,257
44
$993K 0.55%
8,817
+650
45
$971K 0.53%
15,399
-1,388
46
$955K 0.53%
19,664
-327
47
$951K 0.52%
7,046
-35
48
$947K 0.52%
3,952
+38
49
$941K 0.52%
47,040
+7,640
50
$913K 0.5%
1,988
+25
1
2
3 4 5