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
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.9M
3
+$2.58M
4
COF icon
Capital One
COF
+$2.31M
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$2.12M

Top Sells

1
+$3.39M
2
+$2.29M
3
+$1.62M
4
IVZ icon
Invesco
IVZ
+$1.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.58M

Sector Composition

1 Technology 11.87%
2 Healthcare 8.75%
3 Consumer Discretionary 7.72%
4 Financials 5.41%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$596K 0.33%
11,754
-382
77
$589K 0.32%
11,114
-377
78
$585K 0.32%
7,014
-134
79
$571K 0.31%
19,700
80
$536K 0.3%
2,193
+280
81
$524K 0.29%
5,535
-294
82
$523K 0.29%
1,137
-68
83
$520K 0.29%
4,600
+1,395
84
$502K 0.28%
2,309
-47
85
$498K 0.27%
2,396
-5
86
$493K 0.27%
7,353
-259
87
$481K 0.26%
862
-15
88
$468K 0.26%
9,810
+150
89
$458K 0.25%
+8,530
90
$452K 0.25%
2,332
-1
91
$448K 0.25%
1,135
-10
92
$448K 0.25%
1,838
-104
93
$443K 0.24%
1,633
94
$432K 0.24%
19,155
95
$430K 0.24%
2,940
-180
96
$421K 0.23%
10,888
+111
97
$413K 0.23%
1,132
+26
98
$402K 0.22%
3,470
+2
99
$401K 0.22%
2,055
-14
100
$400K 0.22%
41,000
-600
2 3
4
5 6