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
$93.9M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$726K
3
+$694K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$656K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$603K

Top Sells

1
+$663K
2
+$445K
3
+$441K
4
SO icon
Southern Company
SO
+$404K
5
AAPL icon
Apple
AAPL
+$388K

Sector Composition

1 Technology 11.36%
2 Healthcare 7.89%
3 Communication Services 6.55%
4 Consumer Staples 6.35%
5 Financials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$542K 0.58%
13,775
-1,772
52
$539K 0.57%
+22,340
53
$531K 0.57%
+4,716
54
$520K 0.55%
2,979
+192
55
$515K 0.55%
11,216
+560
56
$499K 0.53%
6,193
+994
57
$498K 0.53%
4,413
+818
58
$487K 0.52%
8,781
+3,356
59
$486K 0.52%
2,287
+562
60
$481K 0.51%
9,752
-713
61
$479K 0.51%
11,806
+471
62
$461K 0.49%
2,551
+216
63
$461K 0.49%
1,678
-352
64
$453K 0.48%
14,670
-13
65
$449K 0.48%
+8,524
66
$441K 0.47%
5,574
67
$441K 0.47%
6,972
-268
68
$436K 0.46%
2,044
+3
69
$435K 0.46%
7,078
+2,623
70
$434K 0.46%
8,427
-2,898
71
$432K 0.46%
3,959
+2
72
$428K 0.46%
4,992
+129
73
$417K 0.44%
+9,630
74
$416K 0.44%
+5,188
75
$403K 0.43%
3,897
-11
1 2
3
4 5