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
$175M
AUM Growth
-$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.5M
3
+$4.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.6M
5
GLD icon
SPDR Gold Trust
GLD
+$3.85M

Top Sells

1
+$6.88M
2
+$6.2M
3
+$1.89M
4
GAP
The Gap Inc
GAP
+$1.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M

Sector Composition

1 Technology 10.98%
2 Healthcare 9.54%
3 Consumer Discretionary 8.3%
4 Financials 6.47%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$408K 0.23%
+2,401
102
$406K 0.23%
15,519
-4,943
103
$405K 0.23%
1,913
+98
104
$403K 0.23%
+10,777
105
$397K 0.23%
1,633
-593
106
$397K 0.23%
1,800
+79
107
$397K 0.23%
+12,962
108
$394K 0.23%
+1,106
109
$366K 0.21%
4,154
+651
110
$365K 0.21%
+2,578
111
$356K 0.2%
+2,069
112
$355K 0.2%
+1,247
113
$354K 0.2%
+1,835
114
$354K 0.2%
+6,349
115
$348K 0.2%
3,205
-1,487
116
$345K 0.2%
3,120
-40
117
$341K 0.2%
2,996
-520
118
$337K 0.19%
229
+17
119
$336K 0.19%
239
120
$335K 0.19%
3,505
+283
121
$326K 0.19%
6,031
-202
122
$320K 0.18%
+1,703
123
$313K 0.18%
+1,705
124
$311K 0.18%
+14,660
125
$310K 0.18%
+6,810
3 4
5
6 7