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
$178M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$5.14M
3
+$3.54M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.11M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.76M

Top Sells

1
+$13.1M
2
+$6.43M
3
+$3.81M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.75M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.68M

Sector Composition

1 Industrials 24.84%
2 Technology 9.36%
3 Healthcare 8.27%
4 Communication Services 3.33%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$484K 0.27%
3,349
-906
77
$481K 0.27%
8,828
+2,805
78
$467K 0.26%
2,419
-2,385
79
$461K 0.26%
4,089
+262
80
$454K 0.26%
6,300
-5,700
81
$448K 0.25%
2,680
-1,118
82
$448K 0.25%
10,606
-1,520
83
$429K 0.24%
3,878
-570
84
$410K 0.23%
+14,595
85
$396K 0.22%
21,281
-708
86
$395K 0.22%
7,266
-184
87
$391K 0.22%
+10,863
88
$390K 0.22%
1,319
-1,406
89
$388K 0.22%
4,811
+33
90
$387K 0.22%
3,026
-300
91
$386K 0.22%
+8,588
92
$379K 0.21%
7,703
+810
93
$377K 0.21%
6,217
-476
94
$371K 0.21%
3,321
-129
95
$370K 0.21%
4,050
-2,633
96
$353K 0.2%
10,252
-2,139
97
$348K 0.2%
3,730
-240
98
$336K 0.19%
+3,504
99
$334K 0.19%
1,902
-17
100
$322K 0.18%
5,365
+137
2 3
4
5 6