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
$114M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.66M
3
+$782K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$763K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$718K

Top Sells

1
+$539K
2
+$490K
3
+$464K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$417K
5
NFLX icon
Netflix
NFLX
+$313K

Sector Composition

1 Technology 10.79%
2 Industrials 8.02%
3 Healthcare 7.54%
4 Consumer Staples 5.38%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.64%
3,394
+1,107
52
$724K 0.64%
6,076
+3,214
53
$705K 0.62%
8,729
+3,541
54
$702K 0.62%
+25,016
55
$696K 0.61%
+18,940
56
$695K 0.61%
1,783
+847
57
$689K 0.61%
5,295
+825
58
$673K 0.59%
+13,326
59
$669K 0.59%
10,960
-2,080
60
$667K 0.59%
16,563
+238
61
$650K 0.57%
23,036
62
$615K 0.54%
7,764
+2,190
63
$610K 0.54%
+4,385
64
$575K 0.51%
9,769
-602
65
$574K 0.51%
32,120
-20
66
$571K 0.5%
3,319
+768
67
$566K 0.5%
14,898
+3,092
68
$557K 0.49%
2,676
+632
69
$538K 0.47%
20,451
+9,294
70
$527K 0.46%
2,424
+963
71
$516K 0.45%
4,437
+1,047
72
$502K 0.44%
2,966
-13
73
$496K 0.44%
+2,529
74
$483K 0.43%
5,778
+786
75
$482K 0.42%
4,384
+696
1 2
3
4 5