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
$114M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.66M
3
+$782K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$763K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$718K

Top Sells

1
+$539K
2
+$490K
3
+$464K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$417K
5
NFLX icon
Netflix
NFLX
+$313K

Sector Composition

1 Technology 10.79%
2 Industrials 8.02%
3 Healthcare 7.54%
4 Consumer Staples 5.38%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$375K 0.33%
8,524
102
$368K 0.32%
+1,765
103
$367K 0.32%
3,067
-830
104
$366K 0.32%
4,159
+1,801
105
$366K 0.32%
1,546
+398
106
$359K 0.32%
+6,736
107
$356K 0.31%
+3,464
108
$356K 0.31%
38,958
+6,423
109
$356K 0.31%
+6,145
110
$350K 0.31%
+4,382
111
$347K 0.31%
3,206
-1,891
112
$345K 0.3%
+5,932
113
$342K 0.3%
4,948
+1,189
114
$338K 0.3%
+5,632
115
$337K 0.3%
3,105
+344
116
$327K 0.29%
9,373
+545
117
$326K 0.29%
4,024
-2,169
118
$321K 0.28%
+2,009
119
$316K 0.28%
3,976
+661
120
$315K 0.28%
7,350
-400
121
$315K 0.28%
+2,217
122
$307K 0.27%
+5,484
123
$306K 0.27%
16,310
+5,920
124
$305K 0.27%
5,022
-3,759
125
$305K 0.27%
+1,849
3 4
5
6 7