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
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.9M
3
+$2.58M
4
COF icon
Capital One
COF
+$2.31M
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$2.12M

Top Sells

1
+$3.39M
2
+$2.29M
3
+$1.62M
4
IVZ icon
Invesco
IVZ
+$1.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.58M

Sector Composition

1 Technology 11.87%
2 Healthcare 8.75%
3 Consumer Discretionary 7.72%
4 Financials 5.41%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$904K 0.5%
15,726
+403
52
$895K 0.49%
10,817
+476
53
$893K 0.49%
+3,761
54
$892K 0.49%
24,294
-103
55
$890K 0.49%
16,313
-424
56
$886K 0.49%
3,736
+2
57
$864K 0.48%
2,010
+808
58
$863K 0.48%
19,416
+258
59
$862K 0.47%
8,229
-817
60
$841K 0.46%
1,712
+22
61
$829K 0.46%
8,397
-13,523
62
$820K 0.45%
2,951
-479
63
$820K 0.45%
3,507
+184
64
$818K 0.45%
19,840
-270
65
$793K 0.44%
4,900
+310
66
$766K 0.42%
+12,844
67
$758K 0.42%
12,990
-10,584
68
$743K 0.41%
13,267
-1,573
69
$671K 0.37%
3,058
-74
70
$660K 0.36%
12,827
-20
71
$644K 0.35%
6,634
-56
72
$639K 0.35%
3,633
-1,082
73
$604K 0.33%
11,523
-687
74
$597K 0.33%
6,283
-44
75
$596K 0.33%
22,533
-57
1 2
3
4 5