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
$178M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$5.14M
3
+$3.54M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.11M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.76M

Top Sells

1
+$13.1M
2
+$6.43M
3
+$3.81M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.75M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.68M

Sector Composition

1 Industrials 24.84%
2 Technology 9.36%
3 Healthcare 8.27%
4 Communication Services 3.33%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$819K 0.46%
+5,825
52
$788K 0.44%
14,302
-9,017
53
$773K 0.44%
4,219
+1,611
54
$769K 0.43%
7,834
+2,433
55
$766K 0.43%
17,616
+625
56
$754K 0.42%
+16,728
57
$721K 0.41%
6,466
-1,016
58
$702K 0.39%
3,739
-105
59
$671K 0.38%
19,746
+2,992
60
$661K 0.37%
+11,709
61
$654K 0.37%
3,665
-1,403
62
$648K 0.37%
8,231
-410
63
$626K 0.35%
5,426
-4,973
64
$620K 0.35%
+7,164
65
$613K 0.35%
3,917
+328
66
$603K 0.34%
3,143
-89
67
$591K 0.33%
6,621
-4,459
68
$576K 0.32%
12,346
-2,738
69
$554K 0.31%
4,800
-3,907
70
$535K 0.3%
10,023
+354
71
$532K 0.3%
22,411
-7,147
72
$526K 0.3%
13,292
+231
73
$504K 0.28%
2,983
+140
74
$501K 0.28%
7,025
75
$488K 0.27%
17,444
-39,873
1 2
3
4 5