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
$182M
AUM Growth
-$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.05M
3
+$2.6M
4
ALGN icon
Align Technology
ALGN
+$1.89M
5
GAP
The Gap Inc
GAP
+$1.49M

Top Sells

1
+$13.7M
2
+$5.78M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.38M

Sector Composition

1 Technology 8.42%
2 Healthcare 5.99%
3 Consumer Discretionary 2.56%
4 Communication Services 2.31%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$438K 0.24%
1,721
+26
52
$433K 0.24%
2,377
-26
53
$431K 0.23%
4,692
-11,513
54
$430K 0.23%
4,994
+1,212
55
$422K 0.23%
6,175
+973
56
$416K 0.23%
3,516
-2,833
57
$414K 0.23%
14,792
-458
58
$404K 0.22%
1,815
+142
59
$379K 0.21%
2,361
-436
60
$379K 0.21%
+8,300
61
$376K 0.2%
3,438
-590
62
$369K 0.2%
2,696
-1,384
63
$360K 0.2%
745
+12
64
$359K 0.2%
1,832
-7,330
65
$358K 0.19%
3,160
+180
66
$355K 0.19%
212
+3
67
$349K 0.19%
4,046
-64
68
$347K 0.19%
5,119
-1,176
69
$345K 0.19%
4,995
-14,337
70
$345K 0.19%
4,000
71
$335K 0.18%
7,280
-25,160
72
$327K 0.18%
6,233
-81
73
$304K 0.17%
2,716
-1
74
$303K 0.16%
804
-90
75
$299K 0.16%
4,615
1 2
3
4 5