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
$175M
AUM Growth
-$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.5M
3
+$4.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.6M
5
GLD icon
SPDR Gold Trust
GLD
+$3.85M

Top Sells

1
+$6.88M
2
+$6.2M
3
+$1.89M
4
GAP
The Gap Inc
GAP
+$1.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M

Sector Composition

1 Technology 10.98%
2 Healthcare 9.54%
3 Consumer Discretionary 8.3%
4 Financials 6.47%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$546K 0.31%
2,356
-21
77
$541K 0.31%
+4,311
78
$538K 0.31%
7,148
+973
79
$532K 0.3%
19,700
80
$528K 0.3%
+9,633
81
$526K 0.3%
+39,400
82
$506K 0.29%
+12,477
83
$499K 0.29%
6,690
+2,075
84
$490K 0.28%
7,612
-3,218
85
$488K 0.28%
+5,658
86
$478K 0.27%
1,202
-1,464
87
$450K 0.26%
+1,205
88
$448K 0.26%
+9,660
89
$444K 0.25%
2,333
-28
90
$441K 0.25%
+1,942
91
$435K 0.25%
+5,829
92
$430K 0.25%
19,155
-1,370
93
$429K 0.25%
10,360
+2,060
94
$424K 0.24%
+4,778
95
$423K 0.24%
14,792
96
$419K 0.24%
4,000
97
$417K 0.24%
+1,145
98
$416K 0.24%
3,468
+30
99
$415K 0.24%
877
+132
100
$412K 0.24%
+41,600
2 3
4
5 6