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
$93.9M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$726K
3
+$694K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$656K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$603K

Top Sells

1
+$663K
2
+$445K
3
+$441K
4
SO icon
Southern Company
SO
+$404K
5
AAPL icon
Apple
AAPL
+$388K

Sector Composition

1 Technology 11.36%
2 Healthcare 7.89%
3 Communication Services 6.55%
4 Consumer Staples 6.35%
5 Financials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.43%
19,680
77
$397K 0.42%
5,529
-1,250
78
$389K 0.41%
3,390
+906
79
$387K 0.41%
3,688
+212
80
$382K 0.41%
3,248
+105
81
$379K 0.4%
1,461
+371
82
$377K 0.4%
+7,750
83
$376K 0.4%
7,240
-192
84
$365K 0.39%
+2,390
85
$356K 0.38%
+1,707
86
$351K 0.37%
2,623
+746
87
$349K 0.37%
+2,106
88
$343K 0.37%
936
+41
89
$342K 0.36%
+1,501
90
$341K 0.36%
4,393
+3
91
$340K 0.36%
+1,148
92
$339K 0.36%
2,862
+215
93
$338K 0.36%
6,212
-832
94
$332K 0.35%
32,535
+6,629
95
$322K 0.34%
+3,901
96
$322K 0.34%
3,805
+415
97
$313K 0.33%
824
+167
98
$307K 0.33%
6,956
+8
99
$302K 0.32%
+2,037
100
$302K 0.32%
+72,760
2 3
4
5 6