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
$188M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.09M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.19M

Top Sells

1
+$39.2M
2
+$7.55M
3
+$5.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.42M

Sector Composition

1 Technology 11.37%
2 Healthcare 8.48%
3 Consumer Discretionary 5.71%
4 Communication Services 3.73%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$891K 0.47%
41,386
-137
52
$874K 0.47%
+31,927
53
$871K 0.46%
41,454
-36,665
54
$864K 0.46%
14,533
+231
55
$862K 0.46%
6,815
+14
56
$861K 0.46%
+17,312
57
$841K 0.45%
+16,572
58
$838K 0.45%
15,424
-1,632
59
$830K 0.44%
+9,418
60
$775K 0.41%
4,553
+636
61
$772K 0.41%
13,244
+4,416
62
$760K 0.4%
17,389
-227
63
$749K 0.4%
6,349
-1,417
64
$734K 0.39%
47,247
+1,895
65
$733K 0.39%
5,913
-553
66
$732K 0.39%
8,361
+527
67
$701K 0.37%
7,290
-8,621
68
$694K 0.37%
+2,044
69
$689K 0.37%
3,240
-425
70
$687K 0.37%
+11,584
71
$678K 0.36%
3,129
-14
72
$642K 0.34%
6,989
-36
73
$641K 0.34%
7,930
-301
74
$636K 0.34%
5,491
+65
75
$633K 0.34%
3,738
-1
1 2
3
4 5