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
$188M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.09M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.19M

Top Sells

1
+$39.2M
2
+$7.55M
3
+$5.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.42M

Sector Composition

1 Technology 11.37%
2 Healthcare 8.48%
3 Consumer Discretionary 5.71%
4 Communication Services 3.73%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$439K 0.23%
8,418
+715
102
$438K 0.23%
4,028
-22
103
$437K 0.23%
21,625
+344
104
$433K 0.23%
7,985
+719
105
$428K 0.23%
+13,973
106
$427K 0.23%
32,383
+22,283
107
$426K 0.23%
4,566
+836
108
$422K 0.22%
1,248
-71
109
$420K 0.22%
1,673
+292
110
$420K 0.22%
+19,980
111
$418K 0.22%
+15,250
112
$411K 0.22%
+10,431
113
$410K 0.22%
733
-2,158
114
$401K 0.21%
6,295
+78
115
$395K 0.21%
2,376
-363
116
$371K 0.2%
13,126
-1,469
117
$364K 0.19%
+1,931
118
$362K 0.19%
+1,695
119
$360K 0.19%
8,072
-2,534
120
$358K 0.19%
2,403
+198
121
$355K 0.19%
1,660
-242
122
$352K 0.19%
+7,535
123
$350K 0.19%
+1,595
124
$349K 0.19%
+7,516
125
$345K 0.18%
9,401
-851
3 4
5
6 7