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
$114M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.66M
3
+$782K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$763K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$718K

Top Sells

1
+$539K
2
+$490K
3
+$464K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$417K
5
NFLX icon
Netflix
NFLX
+$313K

Sector Composition

1 Technology 10.79%
2 Industrials 8.02%
3 Healthcare 7.54%
4 Consumer Staples 5.38%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$469K 0.41%
9,115
+4,538
77
$463K 0.41%
7,222
+250
78
$462K 0.41%
8,276
+3,121
79
$460K 0.41%
2,942
+905
80
$457K 0.4%
11,168
-2,322
81
$453K 0.4%
8,169
+929
82
$453K 0.4%
14,598
-72
83
$450K 0.4%
+5,050
84
$445K 0.39%
1,634
-44
85
$443K 0.39%
+5,061
86
$440K 0.39%
7,612
-5,259
87
$439K 0.39%
2,903
-1,242
88
$437K 0.38%
11,247
-2,528
89
$420K 0.37%
+4,746
90
$420K 0.37%
2,780
+390
91
$406K 0.36%
1,828
+327
92
$406K 0.36%
4,791
+986
93
$405K 0.36%
908
+427
94
$405K 0.36%
3,599
-360
95
$403K 0.35%
4,779
+878
96
$400K 0.35%
+5,320
97
$397K 0.35%
2,893
+270
98
$393K 0.35%
8,617
-1,135
99
$386K 0.34%
19,680
100
$383K 0.34%
3,200
-48
2 3
4
5 6