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
$76.7M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.19M
3
+$1.09M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$774K

Top Sells

1
+$6.87M
2
+$6.76M
3
+$6.7M
4
V icon
Visa
V
+$6.53M
5
MSFT icon
Microsoft
MSFT
+$6.47M

Sector Composition

1 Technology 12.44%
2 Healthcare 8.81%
3 Communication Services 6.19%
4 Consumer Staples 6.06%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$346K 0.45%
5,830
-635
77
$346K 0.45%
3,143
-903
78
$339K 0.44%
4,390
-1,288
79
$337K 0.44%
3,852
-265
80
$328K 0.43%
1,725
-3,459
81
$325K 0.42%
5,425
-2,829
82
$324K 0.42%
6,396
-634
83
$309K 0.4%
5,761
-22,417
84
$298K 0.39%
2,647
-2,895
85
$288K 0.38%
5,568
-820
86
$285K 0.37%
3,390
-11,914
87
$281K 0.37%
2,484
+640
88
$278K 0.36%
6,948
-1,897
89
$271K 0.35%
4,455
-5,338
90
$269K 0.35%
895
-12,233
91
$269K 0.35%
+2,419
92
$269K 0.35%
1,090
-21,317
93
$267K 0.35%
700
-10,698
94
$263K 0.34%
+7,370
95
$261K 0.34%
+9,500
96
$259K 0.34%
+7,882
97
$253K 0.33%
+4,732
98
$247K 0.32%
1,302
-659
99
$234K 0.31%
657
-1,159
100
$234K 0.31%
3,102
-97
2 3
4
5 6