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
$42.7M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$269K
2
+$241K
3
+$226K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$210K
5
BWIN
Baldwin Insurance Group
BWIN
+$209K

Top Sells

1
+$8.41M
2
+$3.09M
3
+$3.07M
4
BX icon
Blackstone
BX
+$2.85M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.38M

Sector Composition

1 Technology 21.19%
2 Healthcare 10.17%
3 Communication Services 7.35%
4 Consumer Discretionary 6.06%
5 Financials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
76
Vanguard Total Bond Market
BND
$147B
$194K 0.45%
+2,285
PFE icon
77
Pfizer
PFE
$146B
$194K 0.45%
+3,281
JBL icon
78
Jabil
JBL
$26.5B
$192K 0.45%
+2,734
GLW icon
79
Corning
GLW
$80.8B
$191K 0.45%
+5,123
NOK icon
80
Nokia
NOK
$36.3B
$191K 0.45%
30,773
-528
USMV icon
81
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$190K 0.44%
+2,351
DBX icon
82
Dropbox
DBX
$6.54B
$186K 0.44%
7,578
+325
ABT icon
83
Abbott
ABT
$212B
$185K 0.43%
+1,318
HDV icon
84
iShares Core High Dividend ETF
HDV
$12.3B
$181K 0.42%
+1,791
IEMG icon
85
iShares Core MSCI Emerging Markets ETF
IEMG
$131B
$181K 0.42%
+3,017
APPS icon
86
Digital Turbine
APPS
$560M
$179K 0.42%
2,928
-1,292
IJK icon
87
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.68B
$174K 0.41%
+2,042
UTHR icon
88
United Therapeutics
UTHR
$20B
$174K 0.41%
+806
BMY icon
89
Bristol-Myers Squibb
BMY
$112B
$173K 0.41%
+2,768
EFG icon
90
iShares MSCI EAFE Growth ETF
EFG
$9.82B
$169K 0.4%
+1,528
IGIB icon
91
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.5B
$165K 0.39%
+2,788
BRK.B icon
92
Berkshire Hathaway Class B
BRK.B
$1.06T
$165K 0.39%
+553
SPGS
93
DELISTED
Simon Property Group Acquisition Holdings, Inc.
SPGS
$161K 0.38%
16,500
FLOT icon
94
iShares Floating Rate Bond ETF
FLOT
$9B
$160K 0.37%
3,162
-1,985
NKE icon
95
Nike
NKE
$95.3B
$159K 0.37%
+951
CME icon
96
CME Group
CME
$101B
$154K 0.36%
664
-779
SHY icon
97
iShares 1-3 Year Treasury Bond ETF
SHY
$23.6B
$150K 0.35%
+1,755
ADBE icon
98
Adobe
ADBE
$122B
$146K 0.34%
+257
FDX icon
99
FedEx
FDX
$72.5B
$142K 0.33%
+550
BNDX icon
100
Vanguard Total International Bond ETF
BNDX
$74.7B
$136K 0.32%
+2,461
2 3
4
5 6