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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$7.92M
3
+$7.29M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.78M
5
AMZN icon
Amazon
AMZN
+$6.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.12%
2 Healthcare 13.66%
3 Technology 13.36%
4 Consumer Discretionary 9.06%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$924K 0.47%
+7,608
52
$920K 0.47%
+5,184
53
$876K 0.45%
+7,224
54
$853K 0.44%
+17,264
55
$852K 0.44%
+17,842
56
$837K 0.43%
+15,821
57
$809K 0.41%
+2,674
58
$804K 0.41%
+8,835
59
$796K 0.41%
+8,160
60
$754K 0.39%
+12,937
61
$738K 0.38%
+9,459
62
$730K 0.37%
+15,474
63
$714K 0.36%
+38,602
64
$698K 0.36%
+13,360
65
$674K 0.34%
+10,807
66
$674K 0.34%
+7,301
67
$672K 0.34%
+7,048
68
$666K 0.34%
+20,712
69
$657K 0.34%
+4,393
70
$637K 0.33%
+16,916
71
$624K 0.32%
+6,768
72
$623K 0.32%
+38,970
73
$618K 0.32%
+8,546
74
$616K 0.31%
+12,858
75
$611K 0.31%
+12,121
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3
4 5