HR
Hayden Royal Portfolio holdings
AUM
$42.7M
This Quarter Return
+9.57%
1 Year Return
+33.85%
3 Year Return
+99.82%
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+5.7%)
Cap. Flow
+$2.66M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
31.02%
Holding
247
New
73
Increased
59
Reduced
68
Closed
39
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$13.7M |
| 2 |
FT Vest US Equity Deep Buffer ETF November
DNOV
|
$6.09M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.92M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$4.51M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.19M |
Top Sells
| 1 |
SP
SP Plus Corporation
SP
|
$39.2M |
| 2 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$7.55M |
| 3 |
FT Vest US Equity Deep Buffer ETF August
DAUG
|
$5.14M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.3M |
| 5 |
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% |
