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
$178M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$5.14M
3
+$3.54M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.11M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.76M

Top Sells

1
+$13.1M
2
+$6.43M
3
+$3.81M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.75M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.68M

Sector Composition

1 Industrials 24.84%
2 Technology 9.36%
3 Healthcare 8.27%
4 Communication Services 3.33%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.18%
4,815
-4,065
102
$312K 0.18%
3,421
+36
103
$309K 0.17%
+5,012
104
$304K 0.17%
2,739
-4,159
105
$304K 0.17%
+9,310
106
$301K 0.17%
2,511
-128
107
$298K 0.17%
+8,119
108
$297K 0.17%
2,040
+78
109
$293K 0.17%
5,179
-548
110
$289K 0.16%
952
-502
111
$288K 0.16%
40,192
+16,192
112
$288K 0.16%
+5,633
113
$283K 0.16%
+3,070
114
$281K 0.16%
5,546
-328
115
$280K 0.16%
3,802
-3,773
116
$279K 0.16%
2,205
+119
117
$278K 0.16%
4,604
-1,512
118
$274K 0.15%
3,891
-58
119
$267K 0.15%
5,186
-966
120
$266K 0.15%
1,938
-173
121
$264K 0.15%
10,410
-3,961
122
$259K 0.15%
1,381
-620
123
$258K 0.15%
+3,683
124
$257K 0.14%
1,515
+401
125
$256K 0.14%
1,087
-1,956
3 4
5
6 7