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
$76.7M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.19M
3
+$1.09M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$774K

Top Sells

1
+$6.87M
2
+$6.76M
3
+$6.7M
4
V icon
Visa
V
+$6.53M
5
MSFT icon
Microsoft
MSFT
+$6.47M

Sector Composition

1 Technology 12.44%
2 Healthcare 8.81%
3 Communication Services 6.19%
4 Consumer Staples 6.06%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.64%
11,335
+2,339
52
$481K 0.63%
+11,727
53
$472K 0.62%
4,247
+1,661
54
$460K 0.6%
5,574
-12,724
55
$459K 0.6%
10,656
-6,260
56
$445K 0.58%
4,281
-490
57
$443K 0.58%
14,683
+1
58
$443K 0.58%
2,787
-435
59
$441K 0.58%
5,073
+990
60
$437K 0.57%
3,908
-4,252
61
$426K 0.56%
7,240
+1,508
62
$422K 0.55%
3,957
-170
63
$415K 0.54%
+5,199
64
$410K 0.53%
2,041
-33,666
65
$404K 0.53%
7,820
-42,202
66
$396K 0.52%
+3,595
67
$389K 0.51%
4,863
-3,683
68
$389K 0.51%
+7,044
69
$388K 0.51%
19,680
-20
70
$381K 0.5%
3,476
-3,825
71
$376K 0.49%
+3,540
72
$365K 0.48%
2,335
-41,769
73
$363K 0.47%
3,496
-893
74
$360K 0.47%
3,351
-30,629
75
$346K 0.45%
+7,432
1 2
3
4 5