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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$7.92M
3
+$7.29M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.78M
5
AMZN icon
Amazon
AMZN
+$6.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.12%
2 Healthcare 13.66%
3 Technology 13.36%
4 Consumer Discretionary 9.06%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$584K 0.3%
+11,859
77
$577K 0.29%
+4,819
78
$576K 0.29%
+4,926
79
$561K 0.29%
+5,542
80
$547K 0.28%
+16,475
81
$539K 0.28%
+9,793
82
$539K 0.28%
+6,437
83
$524K 0.27%
+18,678
84
$517K 0.26%
+11,900
85
$514K 0.26%
+9,151
86
$496K 0.25%
+4,357
87
$487K 0.25%
+8,254
88
$486K 0.25%
+1,816
89
$483K 0.25%
+4,536
90
$482K 0.25%
+10,306
91
$481K 0.25%
+4,708
92
$475K 0.24%
+6,198
93
$470K 0.24%
+22,340
94
$469K 0.24%
+59,917
95
$467K 0.24%
+4,557
96
$453K 0.23%
+32,140
97
$450K 0.23%
+8,565
98
$450K 0.23%
+4,038
99
$438K 0.22%
+9,850
100
$434K 0.22%
+3,427
2 3
4
5 6