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HR

Hayden Royal Portfolio holdings

AUM $42.7M
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.3M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$2.96M
3
+$2.65M
4
DKS icon
Dick's Sporting Goods
DKS
+$2.31M
5
BX icon
Blackstone
BX
+$2M

Top Sells

1
+$11.8M
2
+$9M
3
+$5.99M
4
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$4.6M
5
BBWI icon
Bath & Body Works
BBWI
+$4.41M

Sector Composition

1 Technology 12.19%
2 Healthcare 11.21%
3 Consumer Discretionary 7.86%
4 Financials 7.16%
5 Materials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUI icon
76
Sun Communities
SUI
$15.4B
$223K 0.36%
+1,202
KFRC icon
77
Kforce
KFRC
$854M
$216K 0.35%
3,615
+194
TSM icon
78
TSMC
TSM
$2.22T
$216K 0.35%
1,928
-395
VRTX icon
79
Vertex Pharmaceuticals
VRTX
$113B
$214K 0.35%
1,181
+158
DBX icon
80
Dropbox
DBX
$6.4B
$212K 0.35%
7,253
-1,072
TIP icon
81
iShares TIPS Bond ETF
TIP
$14.8B
$211K 0.34%
1,651
-1,265
TFC icon
82
Truist Financial
TFC
$61.6B
$210K 0.34%
3,585
-984
BBLN
83
DELISTED
Babylon Holdings Limited
BBLN
$209K 0.34%
840
-20
AKTS
84
DELISTED
Akoustis Technologies Inc
AKTS
$208K 0.34%
21,491
+5,239
VZ icon
85
Verizon
VZ
$191B
$206K 0.34%
3,810
-9,457
AGNT
86
eXp World Holdings
AGNT
$795M
$205K 0.33%
5,144
-716
MA icon
87
Mastercard
MA
$438B
$203K 0.33%
584
-548
NOK icon
88
Nokia
NOK
$77.3B
$171K 0.28%
31,301
-2,908
SPGS
89
DELISTED
Simon Property Group Acquisition Holdings, Inc.
SPGS
$161K 0.26%
16,500
CURI icon
90
CuriosityStream
CURI
$167M
$128K 0.21%
12,174
+323
ORGNW icon
91
Origin Materials Inc Warrants
ORGNW
$103K
$90K 0.15%
57,598
-402
ABT icon
92
Abbott
ABT
$159B
– –
-3,470
AEE icon
93
Ameren
AEE
$29.9B
– –
-3,493
AZO icon
94
AutoZone
AZO
$51.4B
– –
-242
CAT icon
95
Caterpillar
CAT
$421B
– –
-2,309
CVNA icon
96
Carvana
CVNA
$49.9B
– –
-3,805
CVX icon
97
Chevron
CVX
$372B
– –
-8,229
DE icon
98
Deere & Co
DE
$156B
– –
-620
FDX icon
99
FedEx
FDX
$79.2B
– –
-1,245
FXL icon
100
First Trust Technology AlphaDEX Fund
FXL
$1.66B
– –
-2,220
2 3
4
5 6