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
$93.9M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$726K
3
+$694K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$656K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$603K

Top Sells

1
+$663K
2
+$445K
3
+$441K
4
SO icon
Southern Company
SO
+$404K
5
AAPL icon
Apple
AAPL
+$388K

Sector Composition

1 Technology 11.36%
2 Healthcare 7.89%
3 Communication Services 6.55%
4 Consumer Staples 6.35%
5 Financials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$301K 0.32%
+8,828
102
$298K 0.32%
+4,464
103
$297K 0.32%
4,336
+975
104
$286K 0.3%
+11,157
105
$280K 0.3%
5,155
+423
106
$278K 0.3%
2,456
+37
107
$275K 0.29%
+2,761
108
$273K 0.29%
+11,449
109
$272K 0.29%
752
+52
110
$270K 0.29%
9,770
+2,050
111
$270K 0.29%
+4,664
112
$269K 0.29%
3,759
+58
113
$261K 0.28%
1,297
+182
114
$259K 0.28%
6,870
-500
115
$256K 0.27%
4,788
-780
116
$255K 0.27%
1,422
+120
117
$255K 0.27%
+5,076
118
$250K 0.27%
+10,390
119
$246K 0.26%
8,465
+972
120
$241K 0.26%
2,105
-8
121
$240K 0.26%
2,990
-112
122
$237K 0.25%
+3,315
123
$234K 0.25%
7,870
-12
124
$234K 0.25%
+1,487
125
$232K 0.25%
+13,064
3 4
5
6 7