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
$42.7M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$269K
2
+$241K
3
+$226K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$210K
5
BWIN
Baldwin Insurance Group
BWIN
+$209K

Top Sells

1
+$8.41M
2
+$3.09M
3
+$3.07M
4
BX icon
Blackstone
BX
+$2.85M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.38M

Sector Composition

1 Technology 21.19%
2 Healthcare 10.17%
3 Communication Services 7.35%
4 Consumer Discretionary 6.06%
5 Financials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RY icon
101
Royal Bank of Canada
RY
$237B
$135K 0.32%
+1,270
RSP icon
102
Invesco S&P 500 Equal Weight ETF
RSP
$80.2B
$134K 0.31%
+822
TFC icon
103
Truist Financial
TFC
$63.9B
$134K 0.31%
2,287
-1,298
PTBD icon
104
Pacer Trendpilot US Bond ETF
PTBD
$115M
$132K 0.31%
+4,900
SPDW icon
105
SPDR Portfolio Developed World ex-US ETF
SPDW
$35.1B
$132K 0.31%
+3,631
EXPI icon
106
eXp World Holdings
EXPI
$1.52B
$129K 0.3%
3,820
-1,324
BAC icon
107
Bank of America
BAC
$382B
$127K 0.3%
+2,850
BKNG icon
108
Booking.com
BKNG
$165B
$127K 0.3%
+53
IWP icon
109
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$125K 0.29%
+1,084
TSLA icon
110
Tesla
TSLA
$1.46T
$119K 0.28%
+339
Z icon
111
Zillow
Z
$16.6B
$116K 0.27%
1,816
-1,339
TMUS icon
112
T-Mobile US
TMUS
$208B
$116K 0.27%
+1,000
VEA icon
113
Vanguard FTSE Developed Markets ETF
VEA
$202B
$112K 0.26%
+2,202
CMCSA icon
114
Comcast
CMCSA
$101B
$111K 0.26%
+2,204
IAGG icon
115
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
$111K 0.26%
+2,032
TWLO icon
116
Twilio
TWLO
$18.1B
$111K 0.26%
+420
VTWO icon
117
Vanguard Russell 2000 ETF
VTWO
$14.9B
$111K 0.26%
+1,231
VWO icon
118
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$111K 0.26%
+2,241
META icon
119
Meta Platforms (Facebook)
META
$1.56T
$109K 0.26%
+325
NFLX icon
120
Netflix
NFLX
$373B
$109K 0.26%
+1,810
IPAC icon
121
iShares Core MSCI Pacific ETF
IPAC
$2.3B
$107K 0.25%
+1,675
IWS icon
122
iShares Russell Mid-Cap Value ETF
IWS
$14.9B
$105K 0.25%
+858
COST icon
123
Costco
COST
$428B
$102K 0.24%
+180
AKTS
124
DELISTED
Akoustis Technologies Inc
AKTS
$102K 0.24%
15,199
-6,292
QRVO icon
125
Qorvo
QRVO
$7.4B
$101K 0.24%
+645
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5
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