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
$188M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.09M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.19M

Top Sells

1
+$39.2M
2
+$7.55M
3
+$5.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.42M

Sector Composition

1 Technology 11.37%
2 Healthcare 8.48%
3 Consumer Discretionary 5.71%
4 Communication Services 3.73%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$629K 0.34%
+10,278
77
$626K 0.33%
+23,837
78
$595K 0.32%
4,164
-2,136
79
$588K 0.31%
+14,895
80
$580K 0.31%
13,430
+138
81
$574K 0.31%
16,738
-5,819
82
$551K 0.29%
3,352
+3
83
$542K 0.29%
+6,546
84
$535K 0.29%
22,242
-169
85
$526K 0.28%
5,490
+1,986
86
$525K 0.28%
15,404
-10,820
87
$523K 0.28%
2,657
-326
88
$520K 0.28%
9,303
-720
89
$514K 0.27%
12,786
+1,923
90
$513K 0.27%
2,568
+149
91
$503K 0.27%
3,047
-1,172
92
$503K 0.27%
4,326
-474
93
$492K 0.26%
17,613
+169
94
$487K 0.26%
5,979
+1,168
95
$481K 0.26%
4,080
-9
96
$465K 0.25%
6,459
-162
97
$464K 0.25%
+2,797
98
$451K 0.24%
11,458
-888
99
$449K 0.24%
4,018
+697
100
$448K 0.24%
4,061
+183
2 3
4
5 6