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
$182M
AUM Growth
-$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.05M
3
+$2.6M
4
ALGN icon
Align Technology
ALGN
+$1.89M
5
GAP
The Gap Inc
GAP
+$1.49M

Top Sells

1
+$13.7M
2
+$5.78M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.38M

Sector Composition

1 Technology 8.42%
2 Healthcare 5.99%
3 Consumer Discretionary 2.56%
4 Communication Services 2.31%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.15%
5,123
+196
77
$283K 0.15%
+239
78
$282K 0.15%
2,409
-3,082
79
$282K 0.15%
1,203
-8,122
80
$277K 0.15%
13,719
+1,927
81
$275K 0.15%
5,422
-124
82
$275K 0.15%
5,109
+1,449
83
$269K 0.15%
+3,222
84
$264K 0.14%
+4,452
85
$263K 0.14%
+3,503
86
$254K 0.14%
2,159
-18
87
$247K 0.13%
2,404
88
$242K 0.13%
695
+10
89
$240K 0.13%
1,272
-648
90
$233K 0.13%
+6,620
91
$223K 0.12%
+3,084
92
$219K 0.12%
1,501
-181
93
$217K 0.12%
+5,159
94
$214K 0.12%
396
-146
95
$208K 0.11%
+2,061
96
$206K 0.11%
+1,117
97
$203K 0.11%
+2,320
98
$190K 0.1%
23,458
99
$185K 0.1%
17,200
+3,000
100
$181K 0.1%
22,340
+8,920
2 3
4
5 6